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

Ironwood Wealth Management (West Virginia)’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	–	Sell	-150	Closed	-$16K	–	30
2021 Q2	$16K	Hold	150	–	–	0.01%	24
2021 Q1	$15K	Buy	+150	New	+$14.2K	0.01%	19

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

Ironwood Wealth Management (West Virginia)'s IJS Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2021, closing a stake of 150 shares — an estimated $16K sold.

Ironwood Wealth Management (West Virginia) first reported a position in IJS in Q1 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 640 funds tracked by Wall St. Rank hold IJS as of Q3 2021.

Ironwood Wealth Management (West Virginia) reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2021 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 150 iShares S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $16K.
Ironwood Wealth Management (West Virginia) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 2 quarters.
Ironwood Wealth Management (West Virginia)'s iShares S&P Small-Cap 600 Value ETF position peaked at $16K 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 Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.