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BDO Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

BDO Wealth Advisors’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$602K Sell
6,331
-816
-11% -$74.6K 0.07% 162
2023
Q1 		$669K Sell
7,147
-1,882
-21% -$184K 0.08% 149
2022
Q4 		$824K Buy
9,029
+3,064
+51% +$282K 0.1% 139
2022
Q3 		$492K Buy
5,965
+5
+0.1% +$463 0.07% 167
2022
Q2 		$531K Sell
5,960
-646
-10% -$61.9K 0.07% 165
2022
Q1 		$676K Sell
6,606
-265
-4% -$27K 0.07% 157
2021
Q4 		$718K Sell
6,871
-6,913
-50% -$725K 0.08% 156
2021
Q3 		$1.39M Buy
13,784
+11,040
+402% +$1.11M 0.15% 107
2021
Q2 		$289K Hold
2,744
– – 0.03% 242
2021
Q1 		$276K Sell
2,744
-200
-7% -$18.9K 0.03% 244
2020
Q4 		$239K Buy
2,944
+200
+7% +$14.5K 0.03% 217
2020
Q3 		$168K Hold
2,744
– – 0.03% 236
2020
Q2 		$165K Sell
2,744
-82
-3% -$4.6K 0.03% 234
2020
Q1 		$141K Sell
2,826
-4,586
-62% -$318K 0.03% 238
2019
Q4 		$596K Sell
7,412
-974
-12% -$75.5K 0.15% 105
2019
Q3 		$630K Sell
8,386
-192
-2% -$14.1K 0.16% 104
2019
Q2 		$637K Sell
8,578
-944
-10% -$70K 0.17% 97
2019
Q1 		$702K Sell
9,522
-74
-0.8% -$5.47K 0.2% 89
2018
Q4 		$633K Buy
9,596
+1,816
+23% +$135K 0.22% 86
2018
Q3 		$649K Sell
7,780
-994
-11% -$84K 0.21% 89
2018
Q2 		$716K Sell
8,774
-60
-0.7% -$4.8K 0.24% 77
2018
Q1 		$666K Buy
8,834
+3,772
+75% +$290K 0.25% 77
2017
Q4 		$389K Buy
5,062
+4,610
+1,020% +$347K 0.17% 91
2017
Q3 		$34K Sell
452
-3,528
-89% -$246K 0.02% 223
2017
Q2 		$278K Buy
+3,980
New +$275K 0.12% 111

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BDO Wealth Advisors's IJS Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 11% in Q2 2023, selling an estimated $74.6K and leaving 6,331 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #162.

BDO Wealth Advisors first reported a position in IJS in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.39M in Q3 2021. 735 funds tracked by Wall St. Rank hold IJS as of Q2 2023.

  • BDO Wealth Advisors held 6,331 shares of iShares S&P Small-Cap 600 Value ETF worth $602K as of Q2 2023.
  • BDO Wealth Advisors sold 816 iShares S&P Small-Cap 600 Value ETF shares in Q2 2023, an estimated $74.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of BDO Wealth Advisors's portfolio in Q2 2023, its #162 holding.
  • BDO Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.39M in Q3 2021.
  • 735 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.