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Foster Dykema Cabot & Co’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$2K Hold
26
– – ﹤0.01% 303
2023
Q2 		$2K Hold
26
– – ﹤0.01% 355
2023
Q1 		$2K Buy
+26
New +$2.54K ﹤0.01% 225

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Foster Dykema Cabot & Co's IJS Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2023 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Foster Dykema Cabot & Co first reported a position in IJS in Q1 2023 and has held it in 3 quarters since. 715 funds tracked by Wall St. Rank hold IJS as of Q3 2023.

  • Foster Dykema Cabot & Co held 26 shares of iShares S&P Small-Cap 600 Value ETF worth $2K as of Q3 2023.
  • Foster Dykema Cabot & Co left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2023.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #303 holding.
  • Foster Dykema Cabot & Co first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 3 quarters since.
  • 715 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.