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

V 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
2022 Q1	–	Sell	-2,043	Closed	-$213K	–	456
2021 Q4	$213K	Hold	2,043	–	–	0.03%	422
2021 Q3	$206K	Sell	2,043 -26,404	-93%	-$2.67M	0.03%	446
2021 Q2	$3M	Buy	28,447 +4,192	+17%	+$438K	0.48%	38
2021 Q1	$2.44M	Buy	+24,255	New	+$2.3M	0.45%	46

Other funds holding IJS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

RFC

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

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

V Wealth Advisors's IJS Position: Q1 2022 in Review

V Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2022, closing a stake of 2,043 shares — an estimated $213K sold.

V Wealth Advisors first reported a position in IJS in Q1 2021 and held it in 4 quarters. The position peaked at $3M in Q2 2021. 737 funds tracked by Wall St. Rank hold IJS as of Q1 2022.

V Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
V Wealth Advisors sold 2,043 iShares S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $213K.
V Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 4 quarters.
V Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $3M in Q2 2021.
737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.