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Stewardship Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Stewardship Financial Advisors’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
2021
Q1 		$3K Buy
+30
New +$2.84K ﹤0.01% 86
2018
Q4 		– Sell
-186
Closed -$16K – 65
2018
Q3 		$16K Buy
+186
New +$15.7K 0.01% 68

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stewardship Financial Advisors's IJS Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2021: 30 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #86 among its holdings. This is a return to the name: Stewardship Financial Advisors previously reported a position in IJS as recently as Q3 2018.

Stewardship Financial Advisors first reported a position in IJS in Q3 2018 and has held it in 2 quarters since. The position peaked at $16K in Q3 2018. 645 funds tracked by Wall St. Rank hold IJS as of Q1 2021.

  • Stewardship Financial Advisors held 30 shares of iShares S&P Small-Cap 600 Value ETF worth $3K as of Q1 2021.
  • iShares S&P Small-Cap 600 Value ETF was a new Stewardship Financial Advisors position in Q1 2021.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #86 holding.
  • Stewardship Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2018 and has held it in 2 quarters since.
  • Stewardship Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $16K in Q3 2018.
  • 645 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.