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

Riversedge 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 Q2	–	Sell	-18,572	Closed	-$1.74M	–	72
2023 Q1	$1.74M	Buy	18,572 +108	+0.6%	+$10.6K	0.51%	31
2022 Q4	$1.69M	Sell	18,464 -259	-1%	-$23.8K	0.55%	32
2022 Q3	$1.54M	Buy	+18,723	New	+$1.73M	0.56%	30

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Riversedge Advisors's IJS Position: Q2 2023 in Review

Riversedge Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2023, closing a stake of 18,572 shares — an estimated $1.74M sold.

Riversedge Advisors first reported a position in IJS in Q3 2022 and held it in 3 quarters. The position peaked at $1.74M in Q1 2023. 735 funds tracked by Wall St. Rank hold IJS as of Q2 2023.

Riversedge Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2023 after selling out during the quarter.
Riversedge Advisors sold 18,572 iShares S&P Small-Cap 600 Value ETF shares in Q2 2023, an estimated $1.74M.
Riversedge Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2022 and held it in 3 quarters.
Riversedge Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.74M in Q1 2023.
735 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on Riversedge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.