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

Calamos 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	–	Sell	-4,382	Closed	-$449K	–	332
2022 Q1	$449K	Buy	+4,382	New	+$447K	0.03%	231
2021 Q4	–	Sell	-12,172	Closed	-$1.23M	–	333
2021 Q3	$1.23M	Hold	12,172	–	–	0.1%	135
2021 Q2	$1.28M	Buy	+12,172	New	+$1.27M	0.1%	143

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

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

Calamos Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022, closing a stake of 4,382 shares — an estimated $449K sold.

Calamos Wealth Management first reported a position in IJS in Q2 2021 and held it in 3 quarters. The position peaked at $1.28M in Q2 2021. 792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

Calamos Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
Calamos Wealth Management sold 4,382 iShares S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $449K.
Calamos Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 3 quarters.
Calamos Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.28M in Q2 2021.
792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on Calamos Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.