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

Holistic Planning’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
Q1 		– Sell
-2,004
Closed -$207K – 119
2023
Q4 		$207K Buy
+2,004
New +$183K 0.17% 114

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 $29.2B AUM 22.81% 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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Holistic Planning's IJS Position: Q1 2024 in Review

Holistic Planning sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2024, closing a stake of 2,004 shares — an estimated $207K sold.

Holistic Planning first reported a position in IJS in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 759 funds tracked by Wall St. Rank hold IJS as of Q1 2024.

  • Holistic Planning reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Holistic Planning sold 2,004 iShares S&P Small-Cap 600 Value ETF shares in Q1 2024, an estimated $207K.
  • Holistic Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 1 quarter.
  • Holistic Planning's iShares S&P Small-Cap 600 Value ETF position peaked at $207K in Q4 2023.
  • 759 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on Holistic Planning's 13F filing for Q1 2024, filed 1 May 2024.