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Oxinas Partners Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Oxinas Partners Wealth 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 		– Sell
-3,232
Closed -$341K – 158
2021
Q2 		$341K Buy
+3,232
New +$338K 0.2% 112

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EWA
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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $74.2B AUM 21.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Oxinas Partners Wealth Management's IJS Position: Q3 2021 in Review

Oxinas Partners Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2021, closing a stake of 3,232 shares — an estimated $341K sold.

Oxinas Partners Wealth Management first reported a position in IJS in Q2 2021 and held it in 1 quarter. The position peaked at $341K in Q2 2021. 640 funds tracked by Wall St. Rank hold IJS as of Q3 2021.

  • Oxinas Partners Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 3,232 iShares S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $341K.
  • Oxinas Partners Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 1 quarter.
  • Oxinas Partners Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $341K 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 Oxinas Partners Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.