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

IBEX 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
2021
Q4 		– Sell
-250
Closed -$25K – 302
2021
Q3 		$25K Buy
+250
New +$25.2K ﹤0.01% 307
2021
Q2 		– Sell
-13,538
Closed -$1.36M – 190
2021
Q1 		$1.36M Buy
+13,538
New +$1.28M 0.34% 90
2017
Q1 		– Sell
-2,880
Closed -$199K – 213
2016
Q4 		$199K Buy
+2,880
New +$189K 0.1% 111

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IBEX Wealth Advisors's IJS Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2021, closing a stake of 250 shares — an estimated $25K sold.

IBEX Wealth Advisors first reported a position in IJS in Q4 2016 and held it in 3 quarters. The position peaked at $1.36M in Q1 2021. 711 funds tracked by Wall St. Rank hold IJS as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 250 iShares S&P Small-Cap 600 Value ETF shares in Q4 2021, an estimated $25K.
  • IBEX Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.36M in Q1 2021.
  • 711 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.