FundX Investment Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

FundX Investment Group’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
2021 Q4	$8.12M	Sell	77,721 -5,798	-7%	-$608K	1.98%	12
2021 Q3	$8.41M	Sell	83,519 -16,961	-17%	-$1.71M	3.97%	6
2021 Q2	$46.4M	Buy	100,480 +60,721	+153%	+$6.35M	4.82%	3
2021 Q1	$4M	Buy	+39,759	New	+$3.76M	2.26%	10
2018 Q1	–	Sell	-11,400	Closed	-$875K	–	42
2017 Q4	$875K	Buy	+11,400	New	+$858K	0.44%	25
2017 Q2	–	Sell	-271,642	Closed	-$18.8M	–	48
2017 Q1	$18.8M	Buy	271,642 +6,884	+3%	+$479K	7.92%	3
2016 Q4	$18.5M	Sell	264,758 -40,598	-13%	-$2.66M	6.49%	4
2016 Q3	$19.1M	Buy	305,356 +12,128	+4%	+$744K	4.87%	6
2016 Q2	$17.1M	Buy	+293,228	New	+$16.8M	4.28%	7
2014 Q1	–	Sell	-181,910	Closed	-$10.1M	–	22
2013 Q4	$10.1M	Sell	181,910 -21,600	-11%	-$1.15M	4.49%	6
2013 Q3	$10.4M	Buy	203,510 +182,510	+869%	+$9.08M	4.12%	9
2013 Q2	$981K	Buy	+21,000	New	+$963K	0.42%	16

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FundX Investment Group's IJS Position: Q4 2021 in Review

FundX Investment Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.9% in Q4 2021, selling an estimated $608K and leaving 77,721 shares worth $8.12M. The position accounts for 1.98% of the portfolio, ranked #12.

FundX Investment Group first reported a position in IJS in Q2 2013 and has held it in 12 quarters since. The position peaked at $46.4M in Q2 2021. 709 funds tracked by Wall St. Rank hold IJS as of Q4 2021.

FundX Investment Group held 77,721 shares of iShares S&P Small-Cap 600 Value ETF worth $8.12M as of Q4 2021.
FundX Investment Group sold 5,798 iShares S&P Small-Cap 600 Value ETF shares in Q4 2021, an estimated $608K.
iShares S&P Small-Cap 600 Value ETF made up 1.98% of FundX Investment Group's portfolio in Q4 2021, its #12 holding.
FundX Investment Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 12 quarters since.
FundX Investment Group's iShares S&P Small-Cap 600 Value ETF position peaked at $46.4M in Q2 2021.
709 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.