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Galvin Gaustad & Stein’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Galvin Gaustad & Stein’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
Q1 		– Sell
-2,348
Closed -$245K – 177
2021
Q4 		$245K Sell
2,348
-50
-2% -$5.24K 0.02% 162
2021
Q3 		$241K Sell
2,398
-133
-5% -$13.4K 0.02% 168
2021
Q2 		$267K Sell
2,531
-225
-8% -$23.5K 0.03% 172
2021
Q1 		$278K Sell
2,756
-961
-26% -$91K 0.03% 164
2020
Q4 		$302K Buy
+3,717
New +$270K 0.03% 156

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Galvin Gaustad & Stein's IJS Position: Q1 2022 in Review

Galvin Gaustad & Stein sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2022, closing a stake of 2,348 shares — an estimated $245K sold.

Galvin Gaustad & Stein first reported a position in IJS in Q4 2020 and held it in 5 quarters. The position peaked at $302K in Q4 2020. 737 funds tracked by Wall St. Rank hold IJS as of Q1 2022.

  • Galvin Gaustad & Stein reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 2,348 iShares S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $245K.
  • Galvin Gaustad & Stein first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 5 quarters.
  • Galvin Gaustad & Stein's iShares S&P Small-Cap 600 Value ETF position peaked at $302K in Q4 2020.
  • 737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2022, filed 27 Apr 2022.