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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Truvestments Capital's IJS Position: Q2 2021 in Review

Truvestments Capital sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2021, closing a stake of 230 shares — an estimated $23K sold.

Truvestments Capital first reported a position in IJS in Q3 2018 and held it in 9 quarters. The position peaked at $28K in Q3 2018. 683 funds tracked by Wall St. Rank hold IJS as of Q2 2021.

Truvestments Capital reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2021 after selling out during the quarter.
Truvestments Capital sold 230 iShares S&P Small-Cap 600 Value ETF shares in Q2 2021, an estimated $23K.
Truvestments Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2018 and held it in 9 quarters.
Truvestments Capital's iShares S&P Small-Cap 600 Value ETF position peaked at $28K in Q3 2018.
683 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2021.

Based on Truvestments Capital's 13F filing for Q2 2021, filed 12 Aug 2021.