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

Stonebridge Capital 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
2022
Q2 		– Sell
-73
Closed -$7K – 993
2022
Q1 		$7K Hold
73
– – ﹤0.01% 724
2021
Q4 		$8K Buy
+73
New +$7.65K ﹤0.01% 671

Other funds holding IJS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Capital Advisors's IJS Position: Q2 2022 in Review

Stonebridge Capital Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022, closing a stake of 73 shares — an estimated $7K sold.

Stonebridge Capital Advisors first reported a position in IJS in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

  • Stonebridge Capital Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 73 iShares S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $7K.
  • Stonebridge Capital Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 2 quarters.
  • Stonebridge Capital Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $8K in Q4 2021.
  • 792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.