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

Ten Capital Wealth 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
2021 Q3	–	Sell	-5,953	Closed	-$628K	–	462
2021 Q2	$628K	Sell	5,953 -19	-0.3%	-$1.99K	0.14%	88
2021 Q1	$601K	Sell	5,972 -2	-0%	-$189	0.15%	85
2020 Q4	$486K	Hold	5,974	–	–	0.14%	92
2020 Q3	$366K	Buy	+5,974	New	+$376K	0.12%	83

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Ten Capital Wealth Advisors's IJS Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2021, closing a stake of 5,953 shares — an estimated $628K sold.

Ten Capital Wealth Advisors first reported a position in IJS in Q3 2020 and held it in 4 quarters. The position peaked at $628K in Q2 2021. 640 funds tracked by Wall St. Rank hold IJS as of Q3 2021.

Ten Capital Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 5,953 iShares S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $628K.
Ten Capital Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $628K in Q2 2021.
640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.