GI
IJS icon

Gradient Investments’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Gradient Investments’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
Q1 		– Sell
-127
Closed -$11.6K – 1578
2022
Q4 		$11.6K Buy
+127
New +$11.7K ﹤0.01% 781
2021
Q1 		– Sell
-11
Closed -$1K – 1209
2020
Q4 		$1K Sell
11
-11
-50% -$799 ﹤0.01% 1050
2020
Q3 		$1K Sell
22
-116
-84% -$7.29K ﹤0.01% 1055
2020
Q2 		$8K Buy
138
+116
+527% +$6.5K ﹤0.01% 677
2020
Q1 		$1K Hold
22
– – ﹤0.01% 1002
2019
Q4 		$2K Hold
22
– – ﹤0.01% 941
2019
Q3 		$2K Buy
+22
New +$1.62K ﹤0.01% 928
2018
Q2 		– Sell
-152
Closed -$11K – 1059
2018
Q1 		$11K Sell
152
-8
-5% -$615 ﹤0.01% 606
2017
Q4 		$12K Buy
+160
New +$12K ﹤0.01% 561

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return