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

Filbrandt 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
Q3 		– Sell
-510
Closed -$31K – 246
2020
Q2 		$31K Buy
+510
New +$28.6K 0.02% 159

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Filbrandt Wealth Management's IJS Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2020, closing a stake of 510 shares — an estimated $31K sold.

Filbrandt Wealth Management first reported a position in IJS in Q2 2020 and held it in 1 quarter. The position peaked at $31K in Q2 2020. 477 funds tracked by Wall St. Rank hold IJS as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 510 iShares S&P Small-Cap 600 Value ETF shares in Q3 2020, an estimated $31K.
  • Filbrandt Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $31K in Q2 2020.
  • 477 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.