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

Tiedemann 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
2022
Q2 		– Sell
-3,570
Closed -$366K – 271
2022
Q1 		$366K Buy
+3,570
New +$364K 0.02% 216
2021
Q3 		– Sell
-2,428
Closed -$256K – 328
2021
Q2 		$256K Hold
2,428
– – 0.01% 310
2021
Q1 		$245K Buy
+2,428
New +$230K 0.01% 290
2020
Q4 		– Sell
-3,552
Closed -$218K – 337
2020
Q3 		$218K Buy
+3,552
New +$223K 0.01% 296

Other funds holding IJS

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tiedemann Advisors's IJS Position: Q2 2022 in Review

Tiedemann Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2022, closing a stake of 3,570 shares — an estimated $366K sold.

Tiedemann Advisors first reported a position in IJS in Q3 2020 and held it in 4 quarters. The position peaked at $366K in Q1 2022. 792 funds tracked by Wall St. Rank hold IJS as of Q2 2022.

  • Tiedemann Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 3,570 iShares S&P Small-Cap 600 Value ETF shares in Q2 2022, an estimated $366K.
  • Tiedemann Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 4 quarters.
  • Tiedemann Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $366K in Q1 2022.
  • 792 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.