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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IJS Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2024 at 2,271 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #46.

Bromfield Sneider Wealth Advisors first reported a position in IJS in Q4 2021 and has held it in 10 quarters since. The position peaked at $237K in Q4 2021. 759 funds tracked by Wall St. Rank hold IJS as of Q1 2024.

Bromfield Sneider Wealth Advisors held 2,271 shares of iShares S&P Small-Cap 600 Value ETF worth $233K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2024.
iShares S&P Small-Cap 600 Value ETF made up 0.14% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #46 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $237K in Q4 2021.
759 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.