LWM
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Lionsbridge Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Lionsbridge Wealth Management’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 		– Sell
-12,547
Closed -$1.35M – 67
2024
Q3 		$1.35M Buy
+12,547
New +$1.3M 1.07% 34

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

Lionsbridge Wealth Management's IJS Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2024, closing a stake of 12,547 shares — an estimated $1.35M sold.

Lionsbridge Wealth Management first reported a position in IJS in Q3 2024 and held it in 1 quarter. The position peaked at $1.35M in Q3 2024. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

  • Lionsbridge Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 12,547 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $1.35M.
  • Lionsbridge Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.35M 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 Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.