Householder Group Estate & Retirement Specialist’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Householder Group Estate & Retirement Specialist’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	$4K	Sell	38 -191	-83%	-$21.2K	﹤0.01%	439
2024 Q3	$24K	Sell	229 -526	-70%	-$54.6K	0.01%	644
2024 Q2	$73K	Hold	755	–	–	0.02%	410
2024 Q1	$77.6K	Hold	755	–	–	0.02%	391
2023 Q4	$77K	Hold	755	–	–	0.03%	383
2023 Q3	$67.4K	Buy	+755	New	+$71.9K	0.02%	388
2023 Q1	$77K	Buy	+820	New	+$80.1K	0.03%	353
2022 Q4	–	Sell	-820	Closed	-$67K	–	689
2022 Q3	$67K	Buy	+820	New	+$75.9K	0.03%	342

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

Householder Group Estate & Retirement Specialist's IJS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 83% in Q4 2024, selling an estimated $21.2K and leaving 38 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Householder Group Estate & Retirement Specialist first reported a position in IJS in Q3 2022 and has held it in 8 quarters since. The position peaked at $77.6K in Q1 2024. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 38 shares of iShares S&P Small-Cap 600 Value ETF worth $4K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 191 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $21.2K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #439 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares S&P Small-Cap 600 Value ETF position peaked at $77.6K in Q1 2024.
823 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.