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

Pinnacle Private Wealth’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 		$718K Sell
8,069
-193
-2% -$18.5K 0.28% 84
2022
Q1 		$846K Buy
+8,262
New +$842K 0.26% 89

Other funds holding IJS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Private Wealth's IJS Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.3% in Q2 2022, selling an estimated $18.5K and leaving 8,069 shares worth $718K. The position accounts for 0.28% of the portfolio, ranked #84.

Pinnacle Private Wealth first reported a position in IJS in Q1 2022 and has held it in 2 quarters since. The position peaked at $846K in Q1 2022. 793 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

  • Pinnacle Private Wealth held 8,069 shares of iShares S&P Small-Cap 600 Value ETF worth $718K as of Q2 2022.
  • Pinnacle Private Wealth sold 193 iShares S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $18.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.28% of Pinnacle Private Wealth's portfolio in Q2 2022, its #84 holding.
  • Pinnacle Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $846K in Q1 2022.
  • 793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.