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Kiely Wealth Advisory Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Kiely Wealth Advisory Group’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 		$207K Hold
1,906
– – 0.13% 59
2024
Q3 		$220K Hold
1,906
– – 0.14% 55
2024
Q2 		$193K Hold
1,906
– – 0.11% 46
2024
Q1 		$187K Hold
1,906
– – 0.11% 44
2023
Q4 		$191K Buy
+1,906
New +$174K 0.11% 48

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Kiely Wealth Advisory Group's IJS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q4 2024 at 1,906 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #59.

Kiely Wealth Advisory Group first reported a position in IJS in Q4 2023 and has held it in 5 quarters since. The position peaked at $220K in Q3 2024. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,906 shares of iShares S&P Small-Cap 600 Value ETF worth $207K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q4 2024.
  • iShares S&P Small-Cap 600 Value ETF made up 0.13% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #59 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $220K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.