AFPL
IJS icon

Advus Financial Partners, LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Advus Financial Partners, LLC’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
Q4 		– Sell
-2,431
Closed -$200K – 150
2022
Q3 		$200K Buy
2,431
+68
+3% +$6.29K 0.11% 126
2022
Q2 		$210K Buy
+2,363
New +$227K 0.11% 121

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advus Financial Partners, LLC's IJS Position: Q4 2022 in Review

Advus Financial Partners, LLC sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2022, closing a stake of 2,431 shares — an estimated $200K sold.

Advus Financial Partners, LLC first reported a position in IJS in Q2 2022 and held it in 2 quarters. The position peaked at $210K in Q2 2022. 730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

  • Advus Financial Partners, LLC reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2022 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 2,431 iShares S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $200K.
  • Advus Financial Partners, LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 2 quarters.
  • Advus Financial Partners, LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $210K in Q2 2022.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2022, filed 25 Aug 2026.