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

Bernardo Wealth Planning’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
2022
Q3 		– Sell
-28,193
Closed -$2.51M – 88
2022
Q2 		$2.51M Buy
+28,193
New +$2.7M 1.43% 16

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bernardo Wealth Planning's IJS Position: Q3 2022 in Review

Bernardo Wealth Planning sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022, closing a stake of 28,193 shares — an estimated $2.51M sold.

Bernardo Wealth Planning first reported a position in IJS in Q2 2022 and held it in 1 quarter. The position peaked at $2.51M in Q2 2022. 698 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

  • Bernardo Wealth Planning reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Bernardo Wealth Planning sold 28,193 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $2.51M.
  • Bernardo Wealth Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 1 quarter.
  • Bernardo Wealth Planning's iShares S&P Small-Cap 600 Value ETF position peaked at $2.51M in Q2 2022.
  • 698 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Bernardo Wealth Planning's 13F filing for Q3 2022, filed 24 Oct 2022.