RWG
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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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return