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

All Season 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
2024 Q1	–	Sell	-27,202	Closed	-$2.8M	–	113
2023 Q4	$2.8M	Buy	+27,202	New	+$2.48M	2.38%	11
2022 Q2	–	Sell	-33,154	Closed	-$3.4M	–	144
2022 Q1	$3.4M	Buy	+33,154	New	+$3.38M	2.41%	9
2021 Q3	–	Sell	-35,189	Closed	-$3.71M	–	138
2021 Q2	$3.71M	Buy	+35,189	New	+$3.68M	2.66%	10

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

All Season Financial Advisors's IJS Position: Q1 2024 in Review

All Season Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2024, closing a stake of 27,202 shares — an estimated $2.8M sold.

All Season Financial Advisors first reported a position in IJS in Q2 2021 and held it in 3 quarters. The position peaked at $3.71M in Q2 2021. 759 funds tracked by Wall St. Rank hold IJS as of Q1 2024.

All Season Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2024 after selling out during the quarter.
All Season Financial Advisors sold 27,202 iShares S&P Small-Cap 600 Value ETF shares in Q1 2024, an estimated $2.8M.
All Season Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 3 quarters.
All Season Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $3.71M in Q2 2021.
759 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on All Season Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.