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

Provident Wealth Management’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
2023
Q2 		– Sell
-81
Closed -$7.58K – 98
2023
Q1 		$7.58K Buy
+81
New +$7.91K ﹤0.01% 86

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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Provident Wealth Management's IJS Position: Q2 2023 in Review

Provident Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2023, closing a stake of 81 shares — an estimated $7.58K sold.

Provident Wealth Management first reported a position in IJS in Q1 2023 and held it in 1 quarter. The position peaked at $7.58K in Q1 2023. 734 funds tracked by Wall St. Rank hold IJS as of Q2 2023.

  • Provident Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Provident Wealth Management sold 81 iShares S&P Small-Cap 600 Value ETF shares in Q2 2023, an estimated $7.58K.
  • Provident Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and held it in 1 quarter.
  • Provident Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $7.58K in Q1 2023.
  • 734 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on Provident Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.