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

Wellspring Financial 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
Q2 		– Sell
-2,344
Closed -$234K – 105
2021
Q1 		$234K Buy
+2,344
New +$222K 0.11% 75
2020
Q2 		– Sell
-4,688
Closed -$234K – 91
2020
Q1 		$234K Buy
+4,688
New +$325K 0.11% 75

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Wellspring Financial Advisors's IJS Position: Q2 2021 in Review

Wellspring Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2021, closing a stake of 2,344 shares — an estimated $234K sold.

Wellspring Financial Advisors first reported a position in IJS in Q1 2020 and held it in 2 quarters. The position peaked at $234K in Q1 2021. 683 funds tracked by Wall St. Rank hold IJS as of Q2 2021.

  • Wellspring Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,344 iShares S&P Small-Cap 600 Value ETF shares in Q2 2021, an estimated $234K.
  • Wellspring Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and held it in 2 quarters.
  • Wellspring Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $234K in Q1 2021.
  • 683 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2021.

Based on Wellspring Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.