BWM
IJS icon

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

Birchcreek Wealth Management’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
Q1 		– Sell
-464
Closed -$37K – 193
2020
Q4 		$37K Buy
+464
New +$33.7K 0.04% 253

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Birchcreek Wealth Management's IJS Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2021, closing a stake of 464 shares — an estimated $37K sold.

Birchcreek Wealth Management first reported a position in IJS in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 645 funds tracked by Wall St. Rank hold IJS as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 464 iShares S&P Small-Cap 600 Value ETF shares in Q1 2021, an estimated $37K.
  • Birchcreek Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $37K 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 Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.