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

Wealthstar 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
2021 Q3	–	Sell	-20,939	Closed	-$2.21M	–	106
2021 Q2	$2.21M	Buy	+20,939	New	+$2.19M	0.69%	17
2018 Q4	–	Sell	-3,090	Closed	-$259K	–	60
2018 Q3	$259K	Sell	3,090 -98	-3%	-$8.28K	0.15%	48
2018 Q2	$268K	Buy	+3,188	New	+$255K	0.08%	46

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RFC

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

Wealthstar Advisors's IJS Position: Q3 2021 in Review

Wealthstar Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2021, closing a stake of 20,939 shares — an estimated $2.21M sold.

Wealthstar Advisors first reported a position in IJS in Q2 2018 and held it in 3 quarters. The position peaked at $2.21M in Q2 2021. 640 funds tracked by Wall St. Rank hold IJS as of Q3 2021.

Wealthstar Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2021 after selling out during the quarter.
Wealthstar Advisors sold 20,939 iShares S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $2.21M.
Wealthstar Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2018 and held it in 3 quarters.
Wealthstar Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $2.21M in Q2 2021.
640 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2021.

Based on Wealthstar Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.