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Leo Brokerage’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Leo Brokerage’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
2023
Q2 		$461K Buy
4,845
+15
+0.3% +$1.37K 0.05% 192
2023
Q1 		$452K Buy
+4,830
New +$472K 0.07% 191
2021
Q1 		– Sell
-2,625
Closed -$213K – 187
2020
Q4 		$213K Buy
+2,625
New +$191K 0.07% 161

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Leo Brokerage's IJS Position: Q2 2023 in Review

Leo Brokerage increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.31% in Q2 2023, buying an estimated $1.37K and bringing the position to 4,845 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #192.

Leo Brokerage first reported a position in IJS in Q4 2020 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold IJS as of Q2 2023.

  • Leo Brokerage held 4,845 shares of iShares S&P Small-Cap 600 Value ETF worth $461K as of Q2 2023.
  • Leo Brokerage bought 15 iShares S&P Small-Cap 600 Value ETF shares in Q2 2023, an estimated $1.37K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #192 holding.
  • Leo Brokerage first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 3 quarters since.
  • 734 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.