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

Widmann Financial Services’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
-40
Closed -$4K – 257
2021
Q4 		$4K Buy
+40
New +$4.19K ﹤0.01% 366

Other funds holding IJS

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Widmann Financial Services's IJS Position: Q1 2022 in Review

Widmann Financial Services sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2022, closing a stake of 40 shares — an estimated $4K sold.

Widmann Financial Services first reported a position in IJS in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 737 funds tracked by Wall St. Rank hold IJS as of Q1 2022.

  • Widmann Financial Services reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 40 iShares S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $4K.
  • Widmann Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $4K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.