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

Curi 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
Q3 		– Sell
-215
Closed -$19K – 426
2022
Q2 		$19K Buy
215
+5
+2% +$479 ﹤0.01% 311
2022
Q1 		$21K Buy
+210
New +$21.4K ﹤0.01% 277

Other funds holding IJS

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
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Curi Wealth Management's IJS Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022, closing a stake of 215 shares — an estimated $19K sold.

Curi Wealth Management first reported a position in IJS in Q1 2022 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 696 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 215 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $19K.
  • Curi Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $21K in Q1 2022.
  • 696 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.