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Mid Atlantic Financial Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mid Atlantic Financial Management’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 		$977K Sell
9,706
-315
-3% -$31.8K 0.07% 261
2021
Q2 		$1.06M Buy
10,021
+1,391
+16% +$145K 0.07% 239
2021
Q1 		$869K Buy
8,630
+3,804
+79% +$360K 0.06% 277
2020
Q4 		$392K Buy
+4,826
New +$351K 0.03% 472

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Mid Atlantic Financial Management's IJS Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.1% in Q3 2021, selling an estimated $31.8K and leaving 9,706 shares worth $977K. The position accounts for 0.07% of the portfolio, ranked #261.

Mid Atlantic Financial Management first reported a position in IJS in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2021. 640 funds tracked by Wall St. Rank hold IJS as of Q3 2021.

  • Mid Atlantic Financial Management held 9,706 shares of iShares S&P Small-Cap 600 Value ETF worth $977K as of Q3 2021.
  • Mid Atlantic Financial Management sold 315 iShares S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $31.8K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #261 holding.
  • Mid Atlantic Financial Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 4 quarters since.
  • Mid Atlantic Financial Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.06M 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 Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.