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

Personal Wealth Partners’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	-8,043	Closed	-$824K	–	28
2022 Q1	$824K	Hold	8,043	–	–	0.36%	34
2021 Q4	$840K	Sell	8,043 -1,410	-15%	-$148K	0.35%	36
2021 Q3	$952K	Hold	9,453	–	–	0.4%	31
2021 Q2	$997K	Sell	9,453 -232	-2%	-$24.3K	0.4%	29
2021 Q1	$976K	Sell	9,685 -915	-9%	-$86.6K	0.44%	31
2020 Q4	$862K	Sell	10,600 -1,068	-9%	-$77.6K	0.4%	26
2020 Q3	$714K	Sell	11,668 -1,354	-10%	-$85.1K	0.37%	27
2020 Q2	$784K	Sell	13,022 -2,802	-18%	-$157K	0.43%	25
2020 Q1	$791K	Sell	15,824 -8,382	-35%	-$581K	0.48%	24
2019 Q4	$1.95M	Sell	24,206 -7,122	-23%	-$552K	0.84%	19
2019 Q3	$2.35M	Buy	+31,328	New	+$2.3M	1.09%	16

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

Personal Wealth Partners's IJS Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022, closing a stake of 8,043 shares — an estimated $824K sold.

Personal Wealth Partners first reported a position in IJS in Q3 2019 and held it in 11 quarters. The position peaked at $2.35M in Q3 2019. 792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

Personal Wealth Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 8,043 iShares S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $824K.
Personal Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2019 and held it in 11 quarters.
Personal Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $2.35M in Q3 2019.
792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.