IWP
IJS icon

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

Icon Wealth Partners’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
Q2 		$4.03M Buy
+45,264
New +$4.34M 0.48% 51
2019
Q2 		– Sell
-40
Closed -$3K – 450
2019
Q1 		$3K Buy
+40
New +$2.96K ﹤0.01% 806

Other funds holding IJS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Icon Wealth Partners's IJS Position: Q2 2022 in Review

Icon Wealth Partners opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022: 45,264 shares worth $4.03M. The stake represents 0.48% of the portfolio and ranks #51 among its holdings. This is a return to the name: Icon Wealth Partners previously reported a position in IJS as recently as Q1 2019.

Icon Wealth Partners first reported a position in IJS in Q1 2019 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

  • Icon Wealth Partners held 45,264 shares of iShares S&P Small-Cap 600 Value ETF worth $4.03M as of Q2 2022.
  • iShares S&P Small-Cap 600 Value ETF was a new Icon Wealth Partners position in Q2 2022.
  • iShares S&P Small-Cap 600 Value ETF made up 0.48% of Icon Wealth Partners's portfolio in Q2 2022, its #51 holding.
  • Icon Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 2 quarters since.
  • 792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.