SPAS
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Spectrum Planning & Advisory Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Spectrum Planning & Advisory Services’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
-11,330
Closed -$1.01M – 58
2022
Q2 		$1.01M Buy
+11,330
New +$1.09M 1.05% 21

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 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 $173B AUM 20.72% 1-Year Est. Return

Spectrum Planning & Advisory Services's IJS Position: Q3 2022 in Review

Spectrum Planning & Advisory Services sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022, closing a stake of 11,330 shares — an estimated $1.01M sold.

Spectrum Planning & Advisory Services first reported a position in IJS in Q2 2022 and held it in 1 quarter. The position peaked at $1.01M in Q2 2022. 696 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

  • Spectrum Planning & Advisory Services reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 11,330 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $1.01M.
  • Spectrum Planning & Advisory Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's iShares S&P Small-Cap 600 Value ETF position peaked at $1.01M in Q2 2022.
  • 696 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2022, filed 17 Oct 2022.