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

Beacon Financial Advisory’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
-3,217
Closed -$332K – 262
2023
Q4 		$332K Buy
+3,217
New +$293K 0.16% 168

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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Financial Advisory's IJS Position: Q1 2024 in Review

Beacon Financial Advisory sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2024, closing a stake of 3,217 shares — an estimated $332K sold.

Beacon Financial Advisory first reported a position in IJS in Q4 2023 and held it in 1 quarter. The position peaked at $332K in Q4 2023. 759 funds tracked by Wall St. Rank hold IJS as of Q1 2024.

  • Beacon Financial Advisory reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 3,217 iShares S&P Small-Cap 600 Value ETF shares in Q1 2024, an estimated $332K.
  • Beacon Financial Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 1 quarter.
  • Beacon Financial Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $332K in Q4 2023.
  • 759 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on Beacon Financial Advisory's 13F filing for Q1 2024, filed 1 May 2024.