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

Forvis Mazars Wealth 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	-2,461	Closed	-$252K	–	393
2022 Q1	$252K	Buy	2,461 +3	+0.1%	+$306	0.01%	265
2021 Q4	$257K	Buy	2,458 +8	+0.3%	+$839	0.01%	252
2021 Q3	$247K	Sell	2,450 -307	-11%	-$31K	0.01%	244
2021 Q2	$291K	Buy	+2,757	New	+$288K	0.01%	223

Other funds holding IJS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IJS Position: Q2 2022 in Review

Forvis Mazars Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022, closing a stake of 2,461 shares — an estimated $252K sold.

Forvis Mazars Wealth Advisors first reported a position in IJS in Q2 2021 and held it in 4 quarters. The position peaked at $291K in Q2 2021. 792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

Forvis Mazars Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,461 iShares S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $252K.
Forvis Mazars Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 4 quarters.
Forvis Mazars Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $291K in Q2 2021.
792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.