Swaine & Leidel Wealth Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Swaine & Leidel Wealth 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 Q1	$723K	Buy	+723	New	+$73.7K	0.56%	41
2021 Q3	$622K	Buy	+6,184	New	+$624K	0.55%	39
2021 Q1	$723K	Buy	+7,179	New	+$680K	0.47%	47

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Swaine & Leidel Wealth Services's IJS Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2022: 723 shares worth $723K. The stake represents 0.56% of the portfolio and ranks #41 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in IJS as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in IJS in Q1 2021 and has held it in 3 quarters since. 737 funds tracked by Wall St. Rank hold IJS as of Q1 2022.

Swaine & Leidel Wealth Services held 723 shares of iShares S&P Small-Cap 600 Value ETF worth $723K as of Q1 2022.
iShares S&P Small-Cap 600 Value ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
iShares S&P Small-Cap 600 Value ETF made up 0.56% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #41 holding.
Swaine & Leidel Wealth Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 3 quarters since.
737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.