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

Selective 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
2022 Q4	–	Sell	-352	Closed	-$29K	–	409
2022 Q3	$29K	Buy	352 +158	+81%	+$14.6K	0.01%	373
2022 Q2	$17K	Hold	194	–	–	0.01%	491
2022 Q1	$20K	Hold	194	–	–	0.01%	448
2021 Q4	$20K	Hold	194	–	–	0.01%	408
2021 Q3	$20K	Hold	194	–	–	0.01%	360
2021 Q2	$20K	Hold	194	–	–	0.02%	277
2021 Q1	$20K	Hold	194	–	–	0.02%	190
2020 Q4	$16K	Sell	194 -52	-21%	-$3.78K	0.01%	201
2020 Q3	$15K	Sell	246 -56	-19%	-$3.52K	0.01%	173
2020 Q2	$18K	Buy	+302	New	+$16.9K	0.01%	187

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Selective Wealth Management's IJS Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2022, closing a stake of 352 shares — an estimated $29K sold.

Selective Wealth Management first reported a position in IJS in Q2 2020 and held it in 10 quarters. The position peaked at $29K in Q3 2022. 730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

Selective Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 352 iShares S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $29K.
Selective Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $29K in Q3 2022.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.