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

BT 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
2022 Q2	$894K	Buy	+10,047	New	+$963K	0.25%	24

Other funds holding IJS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BT Wealth Management's IJS Position: Q2 2022 in Review

BT Wealth Management opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022: 10,047 shares worth $894K. The stake represents 0.25% of the portfolio and ranks #24 among its holdings.

792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

BT Wealth Management held 10,047 shares of iShares S&P Small-Cap 600 Value ETF worth $894K as of Q2 2022.
iShares S&P Small-Cap 600 Value ETF was a new BT Wealth Management position in Q2 2022.
iShares S&P Small-Cap 600 Value ETF made up 0.25% of BT Wealth Management's portfolio in Q2 2022, its #24 holding.
792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.