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

Fortis 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
Q3 		– Sell
-304
Closed -$27K – 259
2022
Q2 		$27K Buy
+304
New +$29.1K 0.02% 182
2020
Q1 		– Sell
-334
Closed -$27K – 350
2019
Q4 		$27K Sell
334
-2,706
-89% -$210K 0.02% 236
2019
Q3 		$229K Sell
3,040
-334
-10% -$24.5K 0.11% 107
2019
Q2 		$251K Hold
3,374
– – 0.12% 88
2019
Q1 		$249K Hold
3,374
– – 0.13% 78
2018
Q4 		$222K Hold
3,374
– – 0.13% 70
2018
Q3 		$282K Hold
3,374
– – 0.16% 58
2018
Q2 		$375K Buy
+3,374
New +$270K 0.22% 51

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