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

Financial Freedom LLC’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 Q4	–	Sell	-1,747	Closed	-$188K	–	362
2024 Q3	$188K	Sell	1,747 -2,269	-56%	-$236K	0.1%	106
2024 Q2	$391K	Buy	4,016 +11	+0.3%	+$1.08K	0.22%	72
2024 Q1	$412K	Buy	4,005 +9	+0.2%	+$893	0.24%	71
2023 Q4	$412K	Buy	3,996 +513	+15%	+$46.7K	0.26%	64
2023 Q3	$311K	Buy	3,483 +221	+7%	+$21K	0.22%	70
2023 Q2	$310K	Buy	3,262 +254	+8%	+$23.2K	0.22%	67
2023 Q1	$282K	Buy	3,008 +5	+0.2%	+$489	0.21%	68
2022 Q4	$274K	Buy	+3,003	New	+$277K	0.18%	62

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Financial Freedom LLC's IJS Position: Q4 2024 in Review

Financial Freedom LLC sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2024, closing a stake of 1,747 shares — an estimated $188K sold.

Financial Freedom LLC first reported a position in IJS in Q4 2022 and held it in 8 quarters. The position peaked at $412K in Q4 2023. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

Financial Freedom LLC reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
Financial Freedom LLC sold 1,747 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $188K.
Financial Freedom LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 8 quarters.
Financial Freedom LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $412K in Q4 2023.
823 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Financial Freedom LLC's 13F filing for Q4 2024, filed 16 Jan 2025.