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

Harborview 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
2021 Q3	$746K	Buy	7,413 +47	+0.6%	+$4.75K	0.42%	49
2021 Q2	$777K	Sell	7,366 -248	-3%	-$25.9K	0.44%	46
2021 Q1	$767K	Sell	7,614 -207	-3%	-$19.6K	0.46%	46
2020 Q4	$636K	Sell	7,821 -347	-4%	-$25.2K	0.43%	57
2020 Q3	$500K	Sell	8,168 -912	-10%	-$57.3K	0.38%	57
2020 Q2	$546K	Buy	9,080 +588	+7%	+$33K	0.45%	51
2020 Q1	$424K	Buy	8,492 +408	+5%	+$28.3K	0.42%	47
2019 Q4	$650K	Sell	8,084 -64	-0.8%	-$4.96K	0.5%	40
2019 Q3	$612K	Sell	8,148 -8	-0.1%	-$588	0.49%	41
2019 Q2	$606K	Buy	8,156 +14	+0.2%	+$1.04K	0.49%	41
2019 Q1	$601K	Sell	8,142 -358	-4%	-$26.4K	0.52%	38
2018 Q4	$560K	Buy	8,500 +178	+2%	+$13.2K	0.66%	29
2018 Q3	$695K	Sell	8,322 -226	-3%	-$19.1K	0.71%	28
2018 Q2	$698K	Sell	8,548 -292	-3%	-$23.4K	0.64%	33
2018 Q1	$667K	Sell	8,840 -202	-2%	-$15.5K	0.63%	35
2017 Q4	$694K	Buy	+9,042	New	+$681K	0.66%	34

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

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

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

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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Harborview Advisors's IJS Position: Q3 2021 in Review

Harborview Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.64% in Q3 2021, buying an estimated $4.75K and bringing the position to 7,413 shares worth $746K. The position accounts for 0.42% of the portfolio, ranked #49.

Harborview Advisors first reported a position in IJS in Q4 2017 and has held it in 16 quarters since. The position peaked at $777K in Q2 2021. 640 funds tracked by Wall St. Rank hold IJS as of Q3 2021.

Harborview Advisors held 7,413 shares of iShares S&P Small-Cap 600 Value ETF worth $746K as of Q3 2021.
Harborview Advisors bought 47 iShares S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $4.75K.
iShares S&P Small-Cap 600 Value ETF made up 0.42% of Harborview Advisors's portfolio in Q3 2021, its #49 holding.
Harborview Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $777K in Q2 2021.
640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.