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

Hobbs Group Advisors’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 Q4	–	Sell	-17	Closed	-$1.83K	–	369
2024 Q3	$1.83K	Hold	17	–	–	﹤0.01%	582
2024 Q2	$1.65K	Buy	+17	New	+$1.67K	﹤0.01%	545
2023 Q4	$1.75K	Buy	+17	New	+$1.55K	﹤0.01%	468

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Hobbs Group Advisors's IJS Position: Q4 2024 in Review

Hobbs Group Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2024, closing a stake of 17 shares — an estimated $1.83K sold.

Hobbs Group Advisors first reported a position in IJS in Q4 2023 and held it in 3 quarters. The position peaked at $1.83K in Q3 2024. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

Hobbs Group Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 17 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $1.83K.
Hobbs Group Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 3 quarters.
Hobbs Group Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.83K in Q3 2024.
823 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.