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

Regal Wealth 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 Q2	–	Sell	-259	Closed	-$26K	–	149
2021 Q1	$26K	Buy	259 +1	+0.4%	+$95	0.02%	132
2020 Q4	$21K	Sell	258 -104	-29%	-$7.56K	0.01%	132
2020 Q3	$22K	Buy	362 +4	+1%	+$251	0.02%	119
2020 Q2	$22K	Hold	358	–	–	0.02%	117
2020 Q1	$18K	Sell	358 -318	-47%	-$22K	0.02%	106
2019 Q4	$54K	Sell	676 -400	-37%	-$31K	0.03%	82
2019 Q3	$81K	Sell	1,076 -36	-3%	-$2.65K	0.06%	61
2019 Q2	$83K	Buy	1,112 +4	+0.4%	+$297	0.06%	62
2019 Q1	$82K	Buy	+1,108	New	+$81.9K	0.06%	60

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Regal Wealth Group's IJS Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2021, closing a stake of 259 shares — an estimated $26K sold.

Regal Wealth Group first reported a position in IJS in Q1 2019 and held it in 9 quarters. The position peaked at $83K in Q2 2019. 683 funds tracked by Wall St. Rank hold IJS as of Q2 2021.

Regal Wealth Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 259 iShares S&P Small-Cap 600 Value ETF shares in Q2 2021, an estimated $26K.
Regal Wealth Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and held it in 9 quarters.
Regal Wealth Group's iShares S&P Small-Cap 600 Value ETF position peaked at $83K in Q2 2019.
683 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.