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Gunn & Company Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Gunn & Company Investment Management’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 		– Sell
-4,237
Closed -$412K – 97
2024
Q2 		$412K Buy
+4,237
New +$416K 0.02% 103
2024
Q1 		– Sell
-4,560
Closed -$470K – 93
2023
Q4 		$470K Buy
+4,560
New +$416K 0.03% 78

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gunn & Company Investment Management's IJS Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2024, closing a stake of 4,237 shares — an estimated $412K sold.

Gunn & Company Investment Management first reported a position in IJS in Q4 2023 and held it in 2 quarters. The position peaked at $470K in Q4 2023. 778 funds tracked by Wall St. Rank hold IJS as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 4,237 iShares S&P Small-Cap 600 Value ETF shares in Q3 2024, an estimated $412K.
  • Gunn & Company Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $470K in Q4 2023.
  • 778 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.