Aveo Capital Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,068
Closed -$249K 236
2020
Q4
$249K Buy
+3,068
New +$223K 0.39% 58

Other funds holding IJS

Aveo Capital Partners's IJS Position: Q1 2021 in Review

Aveo Capital Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2021, closing a stake of 3,068 shares — an estimated $249K sold.

Aveo Capital Partners first reported a position in IJS in Q4 2020 and held it in 1 quarter. The position peaked at $249K in Q4 2020. 645 funds tracked by Wall St. Rank hold IJS as of Q1 2021.

  • Aveo Capital Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Aveo Capital Partners sold 3,068 iShares S&P Small-Cap 600 Value ETF shares in Q1 2021, an estimated $249K.
  • Aveo Capital Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 1 quarter.
  • Aveo Capital Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $249K in Q4 2020.
  • 645 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2021.

Based on Aveo Capital Partners's 13F filing for Q1 2021, filed 11 May 2021.