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

Wipfli 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
2022 Q3	$268K	Buy	+3,253	New	+$301K	0.02%	360

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

Wipfli Financial Advisors's IJS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022: 3,253 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings.

696 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

Wipfli Financial Advisors held 3,253 shares of iShares S&P Small-Cap 600 Value ETF worth $268K as of Q3 2022.
iShares S&P Small-Cap 600 Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #360 holding.
696 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.