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

Legend Financial Advisors’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
2023 Q4	–	Sell	-180	Closed	-$16.1K	–	199
2023 Q3	$16.1K	Hold	180	–	–	0.01%	104
2023 Q2	$17.1K	Hold	180	–	–	0.01%	110
2023 Q1	$16.8K	Hold	180	–	–	0.01%	111
2022 Q4	$16.4K	Hold	180	–	–	0.01%	124
2022 Q3	$14.8K	Buy	+180	New	+$16.7K	0.01%	114

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Legend Financial Advisors's IJS Position: Q4 2023 in Review

Legend Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2023, closing a stake of 180 shares — an estimated $16.1K sold.

Legend Financial Advisors first reported a position in IJS in Q3 2022 and held it in 5 quarters. The position peaked at $17.1K in Q2 2023. 800 funds tracked by Wall St. Rank hold IJS as of Q4 2023.

Legend Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2023 after selling out during the quarter.
Legend Financial Advisors sold 180 iShares S&P Small-Cap 600 Value ETF shares in Q4 2023, an estimated $16.1K.
Legend Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2022 and held it in 5 quarters.
Legend Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $17.1K in Q2 2023.
800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2023.

Based on Legend Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.