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E&G Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

E&G Advisors’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
-2,145
Closed -$220K – 210
2022
Q1 		$220K Buy
+2,145
New +$219K 0.06% 202

Other funds holding IJS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

E&G Advisors's IJS Position: Q2 2022 in Review

E&G Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022, closing a stake of 2,145 shares — an estimated $220K sold.

E&G Advisors first reported a position in IJS in Q1 2022 and held it in 1 quarter. The position peaked at $220K in Q1 2022. 792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

  • E&G Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
  • E&G Advisors sold 2,145 iShares S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $220K.
  • E&G Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 1 quarter.
  • E&G Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $220K in Q1 2022.
  • 792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on E&G Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.