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

Professional Financial 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 		– Sell
-362
Closed -$30K – 256
2022
Q3 		$30K Sell
362
-15
-4% -$1.39K 0.02% 182
2022
Q2 		$34K Buy
+377
New +$36.1K 0.02% 181

Other funds holding IJS

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Professional Financial Advisors's IJS Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2022, closing a stake of 362 shares — an estimated $30K sold.

Professional Financial Advisors first reported a position in IJS in Q2 2022 and held it in 2 quarters. The position peaked at $34K in Q2 2022. 730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

  • Professional Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 362 iShares S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $30K.
  • Professional Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 2 quarters.
  • Professional Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $34K in Q2 2022.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.