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John W. Brooker & Co’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

John W. Brooker & Co’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
2020
Q4 		– Sell
-228
Closed -$14K – 167
2020
Q3 		$14K Hold
228
– – 0.01% 105
2020
Q2 		$14K Hold
228
– – 0.01% 107
2020
Q1 		$11K Hold
228
– – 0.01% 115
2019
Q4 		$18K Buy
+228
New +$17.7K 0.01% 111

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

John W. Brooker & Co's IJS Position: Q4 2020 in Review

John W. Brooker & Co sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2020, closing a stake of 228 shares — an estimated $14K sold.

John W. Brooker & Co first reported a position in IJS in Q4 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 573 funds tracked by Wall St. Rank hold IJS as of Q4 2020.

  • John W. Brooker & Co reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2020 after selling out during the quarter.
  • John W. Brooker & Co sold 228 iShares S&P Small-Cap 600 Value ETF shares in Q4 2020, an estimated $14K.
  • John W. Brooker & Co first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 4 quarters.
  • John W. Brooker & Co's iShares S&P Small-Cap 600 Value ETF position peaked at $18K in Q4 2019.
  • 573 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2020.

Based on John W. Brooker & Co's 13F filing for Q4 2020, filed 11 Jan 2021.