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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Gradient Investments's IJS Position: Q1 2023 in Review

Gradient Investments sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2023, closing a stake of 127 shares — an estimated $11.6K sold.

Gradient Investments first reported a position in IJS in Q4 2017 and held it in 9 quarters. The position peaked at $12K in Q4 2017. 728 funds tracked by Wall St. Rank hold IJS as of Q1 2023.

Gradient Investments reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 127 iShares S&P Small-Cap 600 Value ETF shares in Q1 2023, an estimated $11.6K.
Gradient Investments first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 9 quarters.
Gradient Investments's iShares S&P Small-Cap 600 Value ETF position peaked at $12K in Q4 2017.
728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.