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

Personal Capital 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 Q4	$226K	Buy	+2,473	New	+$228K	﹤0.01%	440

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 22.96% 1-Year Est. Return

RFC

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Personal Capital Advisors's IJS Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2022: 2,473 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings.

730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

Personal Capital Advisors held 2,473 shares of iShares S&P Small-Cap 600 Value ETF worth $226K as of Q4 2022.
iShares S&P Small-Cap 600 Value ETF was a new Personal Capital Advisors position in Q4 2022.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #440 holding.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.