TC
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Truvestments Capital’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Truvestments Capital’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
-230
Closed -$23K – 658
2021
Q1 		$23K Hold
230
– – 0.01% 355
2020
Q4 		$19K Hold
230
– – 0.01% 366
2020
Q3 		$14K Hold
230
– – 0.01% 243
2020
Q2 		$13K Hold
230
– – 0.01% 355
2020
Q1 		$11K Buy
+230
New +$15.9K 0.01% 335
2019
Q4 		– Sell
-340
Closed -$26K – 348
2019
Q3 		$26K Hold
340
– – 0.02% 371
2019
Q2 		$25K Hold
340
– – 0.02% 386
2019
Q1 		$25K Buy
+340
New +$25.1K 0.02% 368
2018
Q3 		$28K Buy
+340
New +$28.7K 0.01% 467

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