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

Optimum Investment 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 Q2	–	Sell	-69	Closed	-$7K	–	865
2022 Q1	$7K	Buy	+69	New	+$7.03K	﹤0.01%	689
2019 Q1	–	Sell	-430	Closed	-$28K	–	1014
2018 Q4	$28K	Hold	430	–	–	0.01%	583
2018 Q3	$36K	Hold	430	–	–	0.01%	605
2018 Q2	$35K	Hold	430	–	–	0.01%	605
2018 Q1	$32K	Buy	+430	New	+$33.1K	0.01%	608
2015 Q1	$19K	Hold	320	–	–	0.01%	693
2014 Q4	$19K	Hold	320	–	–	0.01%	732
2014 Q3	$17K	Hold	320	–	–	0.01%	674
2014 Q2	$18K	Hold	320	–	–	0.01%	680
2014 Q1	$18K	Hold	320	–	–	0.01%	532
2013 Q4	$18K	Hold	320	–	–	0.01%	535
2013 Q3	$16K	Buy	+320	New	+$15.9K	0.01%	527

Other funds holding IJS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optimum Investment Advisors's IJS Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022, closing a stake of 69 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in IJS in Q3 2013 and held it in 12 quarters. The position peaked at $36K in Q3 2018. 792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

Optimum Investment Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 69 iShares S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $7K.
Optimum Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2013 and held it in 12 quarters.
Optimum Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $36K in Q3 2018.
792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.