Oliver Lagore Vanvalin Investment Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	–	Sell	-22	Closed	-$2.06K	–	811
2023 Q1	$2.06K	Hold	22	–	–	﹤0.01%	583
2022 Q4	$2.01K	Sell	22 -16	-42%	-$1.47K	﹤0.01%	556
2022 Q3	$3K	Sell	38 -2,357	-98%	-$218K	﹤0.01%	497
2022 Q2	$213K	Buy	+2,395	New	+$230K	0.12%	90

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IJS Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2023, closing a stake of 22 shares — an estimated $2.06K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IJS in Q2 2022 and held it in 4 quarters. The position peaked at $213K in Q2 2022. 735 funds tracked by Wall St. Rank hold IJS as of Q2 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 22 iShares S&P Small-Cap 600 Value ETF shares in Q2 2023, an estimated $2.06K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 4 quarters.
Oliver Lagore Vanvalin Investment Group's iShares S&P Small-Cap 600 Value ETF position peaked at $213K in Q2 2022.
735 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.