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

Brown Miller 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 Q3	–	Sell	-4,427	Closed	-$466K	–	126
2021 Q2	$466K	Hold	4,427	–	–	0.3%	71
2021 Q1	$446K	Buy	+4,427	New	+$419K	0.32%	67

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Brown Miller Wealth Management's IJS Position: Q3 2021 in Review

Brown Miller Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2021, closing a stake of 4,427 shares — an estimated $466K sold.

Brown Miller Wealth Management first reported a position in IJS in Q1 2021 and held it in 2 quarters. The position peaked at $466K in Q2 2021. 640 funds tracked by Wall St. Rank hold IJS as of Q3 2021.

Brown Miller Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2021 after selling out during the quarter.
Brown Miller Wealth Management sold 4,427 iShares S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $466K.
Brown Miller Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 2 quarters.
Brown Miller Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $466K in Q2 2021.
640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2021.

Based on Brown Miller Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.