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H&H Retirement Design & Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

H&H Retirement Design & 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
2023
Q1 		– Sell
-3,445
Closed -$341K – 74
2022
Q4 		$341K Sell
3,445
-434
-11% -$40K 0.29% 57
2022
Q3 		$331K Sell
3,879
-4
-0.1% -$370 0.31% 55
2022
Q2 		$377K Buy
+3,883
New +$372K 0.28% 56

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

H&H Retirement Design & Management's IJS Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2023, closing a stake of 3,445 shares — an estimated $341K sold.

H&H Retirement Design & Management first reported a position in IJS in Q2 2022 and held it in 3 quarters. The position peaked at $377K in Q2 2022. 728 funds tracked by Wall St. Rank hold IJS as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 3,445 iShares S&P Small-Cap 600 Value ETF shares in Q1 2023, an estimated $341K.
  • H&H Retirement Design & Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 3 quarters.
  • H&H Retirement Design & Management's iShares S&P Small-Cap 600 Value ETF position peaked at $377K in Q2 2022.
  • 728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.