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

ShoreHaven Wealth Partners’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
-16,737
Closed -$1.49M – 74
2022
Q2 		$1.49M Buy
+16,737
New +$1.6M 1.07% 26

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

ShoreHaven Wealth Partners's IJS Position: Q3 2022 in Review

ShoreHaven Wealth Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022, closing a stake of 16,737 shares — an estimated $1.49M sold.

ShoreHaven Wealth Partners first reported a position in IJS in Q2 2022 and held it in 1 quarter. The position peaked at $1.49M in Q2 2022. 697 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

  • ShoreHaven Wealth Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2022 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 16,737 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $1.49M.
  • ShoreHaven Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $1.49M 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 ShoreHaven Wealth Partners's 13F filing for Q3 2022, filed 9 Nov 2022.