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Heritage Wealth Management (Arizona)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Heritage Wealth Management (Arizona)’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 		$50.8K Buy
556
+386
+227% +$35.5K 0.01% 497
2022
Q3 		$14K Buy
170
+48
+39% +$4.44K ﹤0.01% 600
2022
Q2 		$10.9K Buy
122
+108
+771% +$10.4K ﹤0.01% 654
2022
Q1 		$1K Buy
+14
New +$1.43K ﹤0.01% 944
2021
Q3 		$2K Hold
16
– – ﹤0.01% 821
2021
Q2 		$2K Hold
16
– – ﹤0.01% 832
2021
Q1 		$2K Buy
+16
New +$1.51K ﹤0.01% 698

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

Heritage Wealth Management (Arizona)'s IJS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 227% in Q4 2022, buying an estimated $35.5K and bringing the position to 556 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #497.

Heritage Wealth Management (Arizona) first reported a position in IJS in Q1 2021 and has held it in 7 quarters since. 730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 556 shares of iShares S&P Small-Cap 600 Value ETF worth $50.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 386 iShares S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $35.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #497 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 7 quarters since.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.