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

Integer Wealth Advisors Group’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 Q1	$2.06M	Buy	20,341 +3,888	+24%	+$368K	1.12%	28
2020 Q4	$1.43M	Buy	16,453 +6,945	+73%	+$505K	0.94%	29
2020 Q3	$582K	Buy	9,508 +1,832	+24%	+$115K	0.53%	37
2020 Q2	$438K	Buy	7,676 +374	+5%	+$21K	0.45%	35
2020 Q1	$410K	Sell	7,302 -1,458	-17%	-$101K	0.47%	37
2019 Q4	$673K	Buy	+8,760	New	+$679K	0.67%	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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Integer Wealth Advisors Group's IJS Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 24% in Q1 2021, buying an estimated $368K and bringing the position to 20,341 shares worth $2.06M. The position accounts for 1.12% of the portfolio, ranked #28.

Integer Wealth Advisors Group first reported a position in IJS in Q4 2019 and has held it in 6 quarters since. 645 funds tracked by Wall St. Rank hold IJS as of Q1 2021.

Integer Wealth Advisors Group held 20,341 shares of iShares S&P Small-Cap 600 Value ETF worth $2.06M as of Q1 2021.
Integer Wealth Advisors Group bought 3,888 iShares S&P Small-Cap 600 Value ETF shares in Q1 2021, an estimated $368K.
iShares S&P Small-Cap 600 Value ETF made up 1.12% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #28 holding.
Integer Wealth Advisors Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 6 quarters since.
645 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.