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

Darwin 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
2020
Q2 		– Sell
-450
Closed -$22K – 434
2020
Q1 		$22K Buy
+450
New +$31.2K 0.01% 347

Other funds holding IJS

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Darwin Wealth Management's IJS Position: Q2 2020 in Review

Darwin Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2020, closing a stake of 450 shares — an estimated $22K sold.

Darwin Wealth Management first reported a position in IJS in Q1 2020 and held it in 1 quarter. The position peaked at $22K in Q1 2020. 472 funds tracked by Wall St. Rank hold IJS as of Q2 2020.

  • Darwin Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 450 iShares S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $22K.
  • Darwin Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $22K in Q1 2020.
  • 472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.