Urban Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Urban Wealth Management’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
2020 Q4	$1.19M	Buy	+14,619	New	+$1.06M	0.99%	26

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Urban Wealth Management's IJS Position: Q4 2020 in Review

Urban Wealth Management opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2020: 14,619 shares worth $1.19M. The stake represents 0.99% of the portfolio and ranks #26 among its holdings.

573 funds tracked by Wall St. Rank hold IJS as of Q4 2020.

Urban Wealth Management held 14,619 shares of iShares S&P Small-Cap 600 Value ETF worth $1.19M as of Q4 2020.
iShares S&P Small-Cap 600 Value ETF was a new Urban Wealth Management position in Q4 2020.
iShares S&P Small-Cap 600 Value ETF made up 0.99% of Urban Wealth Management's portfolio in Q4 2020, its #26 holding.
573 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.