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

Southern 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
2023 Q1	$294K	Buy	3,139 +11	+0.4%	+$1.07K	0.11%	56
2022 Q4	$286K	Buy	3,128 +9	+0.3%	+$829	0.11%	54
2022 Q3	$294K	Buy	+3,119	New	+$289K	0.12%	52
2020 Q2	–	Sell	-13,596	Closed	-$679K	–	60
2020 Q1	$679K	Hold	13,596	–	–	0.14%	38
2019 Q4	$1.09M	Buy	+13,596	New	+$1.05M	0.21%	32

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

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

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

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

Southern Wealth Management's IJS Position: Q1 2023 in Review

Southern Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.35% in Q1 2023, buying an estimated $1.07K and bringing the position to 3,139 shares worth $294K. The position accounts for 0.11% of the portfolio, ranked #56.

Southern Wealth Management first reported a position in IJS in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2019. 728 funds tracked by Wall St. Rank hold IJS as of Q1 2023.

Southern Wealth Management held 3,139 shares of iShares S&P Small-Cap 600 Value ETF worth $294K as of Q1 2023.
Southern Wealth Management bought 11 iShares S&P Small-Cap 600 Value ETF shares in Q1 2023, an estimated $1.07K.
iShares S&P Small-Cap 600 Value ETF made up 0.11% of Southern Wealth Management's portfolio in Q1 2023, its #56 holding.
Southern Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 5 quarters since.
Southern Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.09M in Q4 2019.
728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.