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

Resurgent 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
2023
Q1 		– Sell
-11,131
Closed -$1.02M – 554
2022
Q4 		$1.02M Buy
11,131
+613
+6% +$56.4K 0.54% 44
2022
Q3 		$867K Sell
10,518
-705
-6% -$65.2K 0.58% 46
2022
Q2 		$999K Buy
+11,223
New +$1.08M 0.64% 45

Other funds holding IJS

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Resurgent Financial Advisors's IJS Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2023, closing a stake of 11,131 shares — an estimated $1.02M sold.

Resurgent Financial Advisors first reported a position in IJS in Q2 2022 and held it in 3 quarters. The position peaked at $1.02M in Q4 2022. 728 funds tracked by Wall St. Rank hold IJS as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 11,131 iShares S&P Small-Cap 600 Value ETF shares in Q1 2023, an estimated $1.02M.
  • Resurgent Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.02M in Q4 2022.
  • 728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.