HWM
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Horizons Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Horizons Wealth 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
Q2 		– Sell
-490
Closed -$50.5K – 181
2024
Q1 		$50.5K Hold
490
– – 0.03% 90
2023
Q4 		$50.5K Buy
490
+107
+28% +$9.75K 0.03% 90
2023
Q3 		$34.2K Hold
383
– – 0.02% 108
2023
Q2 		$36.4K Hold
383
– – 0.03% 110
2023
Q1 		$35.8K Buy
+383
New +$37.4K 0.03% 100

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

Horizons Wealth Management's IJS Position: Q2 2024 in Review

Horizons Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2024, closing a stake of 490 shares — an estimated $50.5K sold.

Horizons Wealth Management first reported a position in IJS in Q1 2023 and held it in 5 quarters. The position peaked at $50.5K in Q1 2024. 737 funds tracked by Wall St. Rank hold IJS as of Q2 2024.

  • Horizons Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 490 iShares S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $50.5K.
  • Horizons Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and held it in 5 quarters.
  • Horizons Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $50.5K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Horizons Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.