Syverson Strege & Co’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-244	Closed	-$22.8K	–	325
2023 Q1	$22.8K	Hold	244	–	–	0.01%	181
2022 Q4	$22.3K	Hold	244	–	–	0.01%	167
2022 Q3	$20K	Hold	244	–	–	0.01%	162
2022 Q2	$22K	Hold	244	–	–	0.01%	182
2022 Q1	$25K	Hold	244	–	–	0.03%	159
2021 Q4	$25K	Hold	244	–	–	0.02%	167
2021 Q3	$25K	Hold	244	–	–	0.02%	172
2021 Q2	$26K	Hold	244	–	–	0.02%	161
2021 Q1	$25K	Hold	244	–	–	0.03%	155
2020 Q4	$20K	Buy	+244	New	+$17.7K	0.02%	152

Other funds holding IJS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RFC

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Syverson Strege & Co's IJS Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2023, closing a stake of 244 shares — an estimated $22.8K sold.

Syverson Strege & Co first reported a position in IJS in Q4 2020 and held it in 10 quarters. The position peaked at $26K in Q2 2021. 735 funds tracked by Wall St. Rank hold IJS as of Q2 2023.

Syverson Strege & Co reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 244 iShares S&P Small-Cap 600 Value ETF shares in Q2 2023, an estimated $22.8K.
Syverson Strege & Co first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares S&P Small-Cap 600 Value ETF position peaked at $26K in Q2 2021.
735 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.