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

MFA Wealth Advisors’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
-50,219
Closed -$5.25M – 72
2021
Q4 		$5.25M Buy
50,219
+2,013
+4% +$211K 2.22% 18
2021
Q3 		$4.85M Buy
48,206
+1,920
+4% +$194K 2.23% 19
2021
Q2 		$4.88M Buy
46,286
+3,743
+9% +$391K 2.2% 18
2021
Q1 		$4.29M Buy
+42,543
New +$4.03M 2.08% 20

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 $83.7B AUM 27.22% 1-Year Est. Return

MFA Wealth Advisors's IJS Position: Q1 2022 in Review

MFA Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2022, closing a stake of 50,219 shares — an estimated $5.25M sold.

MFA Wealth Advisors first reported a position in IJS in Q1 2021 and held it in 4 quarters. The position peaked at $5.25M in Q4 2021. 737 funds tracked by Wall St. Rank hold IJS as of Q1 2022.

  • MFA Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
  • MFA Wealth Advisors sold 50,219 iShares S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $5.25M.
  • MFA Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 4 quarters.
  • MFA Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $5.25M in Q4 2021.
  • 737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on MFA Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.