KFS
IJS icon

Kelly Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-171
Closed -$16.6K – 409
2024
Q2 		$16.6K Sell
171
-19
-10% -$1.87K 0.01% 354
2024
Q1 		$19.5K Sell
190
-7,820
-98% -$776K 0.01% 329
2023
Q4 		$826K Buy
8,010
+7,754
+3,029% +$707K 0.33% 42
2023
Q3 		$22.8K Hold
256
– – 0.01% 269
2023
Q2 		$24.3K Hold
256
– – 0.01% 272
2023
Q1 		$23.9K Sell
256
-50
-16% -$4.88K 0.01% 261
2022
Q4 		$28K Sell
306
-140
-31% -$12.9K 0.01% 230
2022
Q3 		$36.8K Sell
446
-31,773
-99% -$2.94M 0.02% 191
2022
Q2 		$2.87M Buy
32,219
+31,975
+13,105% +$3.07M 1.5% 11
2022
Q1 		$24.9K Buy
244
+15
+7% +$1.53K 0.01% 252
2021
Q4 		$24K Hold
229
– – 0.01% 249
2021
Q3 		$23K Sell
229
-23,846
-99% -$2.41M 0.01% 241
2021
Q2 		$228K Buy
24,075
+23,847
+10,459% +$2.49M 0.01% 283
2021
Q1 		$23K Hold
228
– – 0.01% 209
2020
Q4 		$18.5K Hold
228
– – 0.01% 205
2020
Q3 		$13.9K Hold
228
– – 0.01% 215
2020
Q2 		$13.7K Hold
228
– – 0.01% 202
2020
Q1 		$11.3K Buy
228
+2
+0.9% +$139 0.01% 196
2019
Q4 		$18.2K Hold
226
– – 0.01% 171
2019
Q3 		$17K Hold
226
– – 0.02% 164
2019
Q2 		$16.8K Hold
226
– – 0.02% 166
2019
Q1 		$16.6K Buy
+226
New +$16.7K 0.02% 165

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kelly Financial Services's IJS Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2024, closing a stake of 171 shares — an estimated $16.6K sold.

Kelly Financial Services first reported a position in IJS in Q1 2019 and held it in 22 quarters. The position peaked at $2.87M in Q2 2022. 778 funds tracked by Wall St. Rank hold IJS as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 171 iShares S&P Small-Cap 600 Value ETF shares in Q3 2024, an estimated $16.6K.
  • Kelly Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $2.87M in Q2 2022.
  • 778 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.