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Bel Air Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bel Air Investment 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
2021
Q2 		$399K Hold
3,780
– – 0.01% 286
2021
Q1 		$381K Buy
+3,780
New +$358K 0.01% 292

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bel Air Investment Advisors's IJS Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2021 at 3,780 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #286.

Bel Air Investment Advisors first reported a position in IJS in Q1 2021 and has held it in 2 quarters since. 683 funds tracked by Wall St. Rank hold IJS as of Q2 2021.

  • Bel Air Investment Advisors held 3,780 shares of iShares S&P Small-Cap 600 Value ETF worth $399K as of Q2 2021.
  • Bel Air Investment Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2021.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #286 holding.
  • Bel Air Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 2 quarters since.
  • 683 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.