Piershale Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Piershale Financial 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
2021 Q4	–	Sell	-160,987	Closed	-$16.2M	–	27
2021 Q3	$16.2M	Sell	160,987 -128,801	-44%	-$13M	6.68%	7
2021 Q2	$30.6M	Sell	289,788 -461	-0.2%	-$48.2K	12.03%	1
2021 Q1	$29.2M	Buy	+290,249	New	+$27.5M	12.65%	2
2018 Q1	–	Sell	-314,428	Closed	-$24.1M	–	24
2017 Q4	$24.1M	Buy	+314,428	New	+$23.7M	12.42%	4
2016 Q4	–	Sell	-272	Closed	-$17K	–	70
2016 Q3	$17K	Buy	+272	New	+$16.7K	0.01%	70
2016 Q2	–	Sell	-450,092	Closed	-$25.5M	–	149
2016 Q1	$25.5M	Buy	+450,092	New	+$23.3M	15.04%	4
2015 Q4	–	Sell	-267,130	Closed	-$14M	–	207
2015 Q3	$14M	Buy	267,130 +58,804	+28%	+$3.27M	10.65%	7
2015 Q2	$12.3M	Buy	208,326 +11,680	+6%	+$695K	9.23%	9
2015 Q1	$11.7M	Buy	+196,646	New	+$11.4M	9.27%	8
2014 Q3	–	Sell	-108,962	Closed	-$6.29M	–	159
2014 Q2	$6.29M	Buy	+108,962	New	+$6.1M	5.14%	10

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Piershale Financial Group's IJS Position: Q4 2021 in Review

Piershale Financial Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2021, closing a stake of 160,987 shares — an estimated $16.2M sold.

Piershale Financial Group first reported a position in IJS in Q2 2014 and held it in 10 quarters. The position peaked at $30.6M in Q2 2021. 711 funds tracked by Wall St. Rank hold IJS as of Q4 2021.

Piershale Financial Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2021 after selling out during the quarter.
Piershale Financial Group sold 160,987 iShares S&P Small-Cap 600 Value ETF shares in Q4 2021, an estimated $16.2M.
Piershale Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2014 and held it in 10 quarters.
Piershale Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $30.6M in Q2 2021.
711 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2021.

Based on Piershale Financial Group's 13F filing for Q4 2021, filed 21 Jan 2022.