SHJ
IJS icon

Sharkey, Howes & Javer’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-50,400
Closed -$4.49M – 110
2022
Q2 		$4.49M Buy
+50,400
New +$4.83M 1.09% 19

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sharkey, Howes & Javer's IJS Position: Q3 2022 in Review

Sharkey, Howes & Javer sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022, closing a stake of 50,400 shares — an estimated $4.49M sold.

Sharkey, Howes & Javer first reported a position in IJS in Q2 2022 and held it in 1 quarter. The position peaked at $4.49M in Q2 2022. 697 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

  • Sharkey, Howes & Javer reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 50,400 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $4.49M.
  • Sharkey, Howes & Javer first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 1 quarter.
  • Sharkey, Howes & Javer's iShares S&P Small-Cap 600 Value ETF position peaked at $4.49M in Q2 2022.
  • 697 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2022, filed 2 Nov 2022.