Strategic Family Wealth Counselors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Strategic Family Wealth Counselors’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 Q4	–	Sell	-3,169	Closed	-$261K	–	110
2022 Q3	$261K	Buy	3,169 +400	+14%	+$37K	0.13%	74
2022 Q2	$247K	Sell	2,769 -464	-14%	-$44.5K	0.12%	79
2022 Q1	$331K	Sell	3,233 -1,664	-34%	-$170K	0.13%	71
2021 Q4	$512K	Buy	+4,897	New	+$513K	0.16%	59

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Family Wealth Counselors's IJS Position: Q4 2022 in Review

Strategic Family Wealth Counselors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2022, closing a stake of 3,169 shares — an estimated $261K sold.

Strategic Family Wealth Counselors first reported a position in IJS in Q4 2021 and held it in 4 quarters. The position peaked at $512K in Q4 2021. 730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

Strategic Family Wealth Counselors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2022 after selling out during the quarter.
Strategic Family Wealth Counselors sold 3,169 iShares S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $261K.
Strategic Family Wealth Counselors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 4 quarters.
Strategic Family Wealth Counselors's iShares S&P Small-Cap 600 Value ETF position peaked at $512K in Q4 2021.
730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2022, filed 26 Jan 2023.