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Cedar Brook Financial Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Cedar Brook Financial Partners’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
2023
Q1 		– Sell
-2,469
Closed -$225K – 397
2022
Q4 		$225K Buy
+2,469
New +$227K 0.06% 323
2019
Q4 		– Sell
-6,974
Closed -$524K – 307
2019
Q3 		$524K Buy
+6,974
New +$513K 0.23% 137

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
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cedar Brook Financial Partners's IJS Position: Q1 2023 in Review

Cedar Brook Financial Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2023, closing a stake of 2,469 shares — an estimated $225K sold.

Cedar Brook Financial Partners first reported a position in IJS in Q3 2019 and held it in 2 quarters. The position peaked at $524K in Q3 2019. 729 funds tracked by Wall St. Rank hold IJS as of Q1 2023.

  • Cedar Brook Financial Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,469 iShares S&P Small-Cap 600 Value ETF shares in Q1 2023, an estimated $225K.
  • Cedar Brook Financial Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2019 and held it in 2 quarters.
  • Cedar Brook Financial Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $524K in Q3 2019.
  • 729 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2023, filed 4 Apr 2023.