Carmichael Hill & Associates’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Carmichael Hill & Associates’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 Q3	$11.8K	Hold	110	–	–	﹤0.01%	568
2024 Q2	$10.7K	Hold	110	–	–	﹤0.01%	561
2024 Q1	$11.3K	Sell	110 -167	-60%	-$16.6K	﹤0.01%	548
2023 Q4	$28.6K	Buy	277 +167	+152%	+$15.2K	0.01%	425
2023 Q3	$9.81K	Hold	110	–	–	﹤0.01%	570
2023 Q2	$10.5K	Hold	110	–	–	﹤0.01%	558
2023 Q1	$10.3K	Hold	110	–	–	0.01%	551
2022 Q4	$10K	Hold	110	–	–	0.01%	555
2022 Q3	$9K	Hold	110	–	–	﹤0.01%	589
2022 Q2	$10K	Hold	110	–	–	0.01%	560
2022 Q1	$11K	Hold	110	–	–	0.01%	590
2021 Q4	$11K	Hold	110	–	–	﹤0.01%	605
2021 Q3	$11K	Hold	110	–	–	0.01%	595
2021 Q2	$12K	Buy	+110	New	+$11.5K	0.01%	578

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carmichael Hill & Associates's IJS Position: Q3 2024 in Review

Carmichael Hill & Associates held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2024 at 110 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Carmichael Hill & Associates first reported a position in IJS in Q2 2021 and has held it in 14 quarters since. The position peaked at $28.6K in Q4 2023. 778 funds tracked by Wall St. Rank hold IJS as of Q3 2024.

Carmichael Hill & Associates held 110 shares of iShares S&P Small-Cap 600 Value ETF worth $11.8K as of Q3 2024.
Carmichael Hill & Associates left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2024.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #568 holding.
Carmichael Hill & Associates first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and has held it in 14 quarters since.
Carmichael Hill & Associates's iShares S&P Small-Cap 600 Value ETF position peaked at $28.6K in Q4 2023.
778 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.