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

Walter & Keenan 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
Q2 		– Sell
-20,440
Closed -$951K – 164
2020
Q1 		$951K Buy
+20,440
New +$1.42M 0.38% 37

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Walter & Keenan Wealth Management's IJS Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2020, closing a stake of 20,440 shares — an estimated $951K sold.

Walter & Keenan Wealth Management first reported a position in IJS in Q1 2020 and held it in 1 quarter. The position peaked at $951K in Q1 2020. 472 funds tracked by Wall St. Rank hold IJS as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 20,440 iShares S&P Small-Cap 600 Value ETF shares in Q2 2020, an estimated $951K.
  • Walter & Keenan Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $951K in Q1 2020.
  • 472 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.