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

GGM 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
Q4 		– Sell
-2,230
Closed -$203K – 141
2022
Q3 		$203K Buy
+2,230
New +$206K 0.11% 129
2022
Q2 		– Sell
-2,245
Closed -$230K – 139
2022
Q1 		$230K Hold
2,245
– – 0.12% 128
2021
Q4 		$237K Sell
2,245
-50
-2% -$5.24K 0.19% 86
2021
Q3 		$243K Sell
2,295
-26,127
-92% -$2.64M 0.19% 83
2021
Q2 		$2.81M Sell
28,422
-1,407
-5% -$147K 2.38% 10
2021
Q1 		$3.06M Buy
+29,829
New +$2.82M 2.44% 11

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
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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GGM Wealth Advisors's IJS Position: Q4 2022 in Review

GGM Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2022, closing a stake of 2,230 shares — an estimated $203K sold.

GGM Wealth Advisors first reported a position in IJS in Q1 2021 and held it in 6 quarters. The position peaked at $3.06M in Q1 2021. 730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

  • GGM Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2022 after selling out during the quarter.
  • GGM Wealth Advisors sold 2,230 iShares S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $203K.
  • GGM Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 6 quarters.
  • GGM Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $3.06M in Q1 2021.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on GGM Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.