9WM
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9258 Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

9258 Wealth Management’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
2024
Q3 		$394K Hold
3,658
– – 0.06% 237
2024
Q2 		$356K Sell
3,658
-15
-0.4% -$1.47K 0.05% 241
2024
Q1 		$377K Sell
3,673
-267
-7% -$26.5K 0.06% 234
2023
Q4 		$406K Hold
3,940
– – 0.07% 212
2023
Q3 		$352K Hold
3,940
– – 0.07% 222
2023
Q2 		$375K Sell
3,940
-60
-2% -$5.49K 0.07% 223
2023
Q1 		$374K Sell
4,000
-85
-2% -$8.3K 0.08% 222
2022
Q4 		$373K Sell
4,085
-130
-3% -$12K 0.08% 212
2022
Q3 		$348K Sell
4,215
-192
-4% -$17.8K 0.09% 217
2022
Q2 		$392K Buy
4,407
+4
+0.1% +$384 0.1% 209
2022
Q1 		$451K Buy
4,403
+117
+3% +$11.9K 0.1% 209
2021
Q4 		$448K Buy
4,286
+878
+26% +$92K 0.1% 212
2021
Q3 		$343K Hold
3,408
– – 0.09% 234
2021
Q2 		$359K Buy
3,408
+200
+6% +$20.9K 0.1% 222
2021
Q1 		$323K Hold
3,208
– – 0.1% 228
2020
Q4 		$261K Sell
3,208
-5,690
-64% -$414K 0.09% 254
2020
Q3 		$282K Buy
8,898
+4,454
+100% +$280K 0.11% 211
2020
Q2 		$267K Buy
4,444
+6
+0.1% +$336 0.11% 221
2020
Q1 		$242K Buy
4,438
+6
+0.1% +$416 0.11% 215
2019
Q4 		$356K Buy
4,432
+808
+22% +$62.6K 0.13% 196
2019
Q3 		$272K Buy
3,624
+6
+0.2% +$441 0.21% 139
2019
Q2 		$269K Buy
3,618
+4
+0.1% +$297 0.22% 137
2019
Q1 		$267K Buy
3,614
+4
+0.1% +$296 0.23% 127
2018
Q4 		$238K Buy
+3,610
New +$268K 0.23% 135

Other funds holding IJS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

9258 Wealth Management's IJS Position: Q3 2024 in Review

9258 Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2024 at 3,658 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #237.

9258 Wealth Management first reported a position in IJS in Q4 2018 and has held it in 24 quarters since. The position peaked at $451K in Q1 2022. 778 funds tracked by Wall St. Rank hold IJS as of Q3 2024.

  • 9258 Wealth Management held 3,658 shares of iShares S&P Small-Cap 600 Value ETF worth $394K as of Q3 2024.
  • 9258 Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2024.
  • iShares S&P Small-Cap 600 Value ETF made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #237 holding.
  • 9258 Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $451K in Q1 2022.
  • 778 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.