First Personal Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

First Personal Financial Services’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	$54.3K	Buy	+504	New	+$52.3K	0.01%	189
2019 Q4	–	Sell	-926	Closed	-$70K	–	555
2019 Q3	$70K	Hold	926	–	–	0.02%	213
2019 Q2	$69K	Hold	926	–	–	0.02%	246
2019 Q1	$68K	Buy	+926	New	+$68.4K	0.02%	236

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

First Personal Financial Services's IJS Position: Q3 2024 in Review

First Personal Financial Services opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2024: 504 shares worth $54.3K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in IJS as recently as Q3 2019.

First Personal Financial Services first reported a position in IJS in Q1 2019 and has held it in 4 quarters since. The position peaked at $70K in Q3 2019. 778 funds tracked by Wall St. Rank hold IJS as of Q3 2024.

First Personal Financial Services held 504 shares of iShares S&P Small-Cap 600 Value ETF worth $54.3K as of Q3 2024.
iShares S&P Small-Cap 600 Value ETF was a new First Personal Financial Services position in Q3 2024.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #189 holding.
First Personal Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 4 quarters since.
First Personal Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $70K in Q3 2019.
778 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.