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Summit Wealth & Retirement Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-2,364
Closed -$238K – 91
2021
Q1 		$238K Buy
+2,364
New +$224K 0.09% 88

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Summit Wealth & Retirement Planning's IJS Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2021, closing a stake of 2,364 shares — an estimated $238K sold.

Summit Wealth & Retirement Planning first reported a position in IJS in Q1 2021 and held it in 1 quarter. The position peaked at $238K in Q1 2021. 683 funds tracked by Wall St. Rank hold IJS as of Q2 2021.

  • Summit Wealth & Retirement Planning reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 2,364 iShares S&P Small-Cap 600 Value ETF shares in Q2 2021, an estimated $238K.
  • Summit Wealth & Retirement Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's iShares S&P Small-Cap 600 Value ETF position peaked at $238K in Q1 2021.
  • 683 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.