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Better Money Decisions’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Better Money Decisions’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
2021
Q4 		– Sell
-42
Closed -$4K – 303
2021
Q3 		$4K Hold
42
– – ﹤0.01% 554
2021
Q2 		$4K Hold
42
– – ﹤0.01% 537
2021
Q1 		$4K Buy
+42
New +$3.98K ﹤0.01% 488

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Better Money Decisions's IJS Position: Q4 2021 in Review

Better Money Decisions sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2021, closing a stake of 42 shares — an estimated $4K sold.

Better Money Decisions first reported a position in IJS in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 711 funds tracked by Wall St. Rank hold IJS as of Q4 2021.

  • Better Money Decisions reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 42 iShares S&P Small-Cap 600 Value ETF shares in Q4 2021, an estimated $4K.
  • Better Money Decisions first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's iShares S&P Small-Cap 600 Value ETF position peaked at $4K in Q3 2021.
  • 711 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.