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

Engrave Wealth 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
2020
Q3 		– Sell
-124
Closed -$7K – 234
2020
Q2 		$7K Buy
124
+30
+32% +$1.68K 0.01% 288
2020
Q1 		$4K Hold
94
– – ﹤0.01% 291
2019
Q4 		$7K Buy
+94
New +$7.29K 0.01% 332

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $18.2B AUM 22.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Engrave Wealth Partners's IJS Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2020, closing a stake of 124 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in IJS in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2020. 476 funds tracked by Wall St. Rank hold IJS as of Q3 2020.

  • Engrave Wealth Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 124 iShares S&P Small-Cap 600 Value ETF shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $7K in Q2 2020.
  • 476 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.