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

Visionary 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 Q3	–	Sell	-8,735	Closed	-$778K	–	426
2022 Q2	$778K	Buy	8,735 +328	+4%	+$31.4K	0.07%	194
2022 Q1	$861K	Buy	8,407 +761	+10%	+$77.6K	0.07%	187
2021 Q4	$799K	Sell	7,646 -2,314	-23%	-$243K	0.07%	181
2021 Q3	$1M	Buy	9,960 +428	+4%	+$43.2K	0.1%	139
2021 Q2	$1M	Sell	9,532 -364	-4%	-$38K	0.1%	143
2021 Q1	$997K	Sell	9,896 -639	-6%	-$60.5K	0.1%	143
2020 Q4	$857K	Sell	10,535 -351	-3%	-$25.5K	0.1%	149
2020 Q3	$666K	Buy	10,886 +6,872	+171%	+$432K	0.09%	141
2020 Q2	$242K	Buy	+4,014	New	+$225K	0.04%	200

Other funds holding IJS

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFC

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

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

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

Visionary Wealth Advisors's IJS Position: Q3 2022 in Review

Visionary Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022, closing a stake of 8,735 shares — an estimated $778K sold.

Visionary Wealth Advisors first reported a position in IJS in Q2 2020 and held it in 9 quarters. The position peaked at $1M in Q2 2021. 696 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

Visionary Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 8,735 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $778K.
Visionary Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and held it in 9 quarters.
Visionary Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1M in Q2 2021.
696 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Visionary Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.