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Bromfield Sneider Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bromfield Sneider Wealth 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 		$233K Hold
2,271
– – 0.14% 46
2023
Q4 		$234K Hold
2,271
– – 0.16% 42
2023
Q3 		$203K Hold
2,271
– – 0.15% 41
2023
Q2 		$216K Hold
2,271
– – 0.17% 38
2023
Q1 		$213K Hold
2,271
– – 0.18% 38
2022
Q4 		$207K Hold
2,271
– – 0.19% 33
2022
Q3 		$187K Hold
2,271
– – 0.22% 34
2022
Q2 		$202K Hold
2,271
– – 0.25% 30
2022
Q1 		$233K Hold
2,271
– – 0.24% 25
2021
Q4 		$237K Buy
+2,271
New +$238K 0.24% 27

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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