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Mark Sheptoff Financial Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-1,075
Closed -$112K – 456
2021
Q4 		$112K Hold
1,075
– – 0.05% 133
2021
Q3 		$108K Hold
1,075
– – 0.06% 134
2021
Q2 		$113K Buy
+1,075
New +$112K 0.06% 134

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

Mark Sheptoff Financial Planning's IJS Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2022, closing a stake of 1,075 shares — an estimated $112K sold.

Mark Sheptoff Financial Planning first reported a position in IJS in Q2 2021 and held it in 3 quarters. The position peaked at $113K in Q2 2021. 737 funds tracked by Wall St. Rank hold IJS as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,075 iShares S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $112K.
  • Mark Sheptoff Financial Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's iShares S&P Small-Cap 600 Value ETF position peaked at $113K in Q2 2021.
  • 737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.