Ahrens Investment Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$24.1K	Buy	+258	New	+$25.2K	0.01%	439
2022 Q3	–	Sell	-268	Closed	-$24K	–	523
2022 Q2	$24K	Sell	268 -20	-7%	-$1.92K	0.01%	460
2022 Q1	$29K	Hold	288	–	–	0.01%	517
2021 Q4	$30K	Buy	+288	New	+$30.2K	0.01%	500
2021 Q3	–	Sell	-2,013	Closed	-$212K	–	227
2021 Q2	$212K	Buy	+2,013	New	+$210K	0.1%	208
2018 Q4	–	Sell	-2,772	Closed	-$231K	–	177
2018 Q3	$231K	Buy	2,772 +222	+9%	+$18.8K	0.09%	148
2018 Q2	$208K	Sell	2,550 -300	-11%	-$24K	0.09%	146
2018 Q1	$215K	Buy	+2,850	New	+$219K	0.09%	131
2017 Q3	–	Sell	-3,190	Closed	-$223K	–	169
2017 Q2	$223K	Buy	+3,190	New	+$220K	0.1%	127

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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ahrens Investment Partners's IJS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2023: 258 shares worth $24.1K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IJS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IJS in Q2 2017 and has held it in 9 quarters since. The position peaked at $231K in Q3 2018. 728 funds tracked by Wall St. Rank hold IJS as of Q1 2023.

Ahrens Investment Partners held 258 shares of iShares S&P Small-Cap 600 Value ETF worth $24.1K as of Q1 2023.
iShares S&P Small-Cap 600 Value ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #439 holding.
Ahrens Investment Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2017 and has held it in 9 quarters since.
Ahrens Investment Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $231K in Q3 2018.
728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.