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McDaniel Terry & Co’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

McDaniel Terry & 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
2024
Q2 		– Sell
-4,261
Closed -$438K – 99
2024
Q1 		$438K Buy
+4,261
New +$423K 0.04% 73

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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McDaniel Terry & Co's IJS Position: Q2 2024 in Review

McDaniel Terry & Co sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2024, closing a stake of 4,261 shares — an estimated $438K sold.

McDaniel Terry & Co first reported a position in IJS in Q1 2024 and held it in 1 quarter. The position peaked at $438K in Q1 2024. 737 funds tracked by Wall St. Rank hold IJS as of Q2 2024.

  • McDaniel Terry & Co reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
  • McDaniel Terry & Co sold 4,261 iShares S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $438K.
  • McDaniel Terry & Co first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and held it in 1 quarter.
  • McDaniel Terry & Co's iShares S&P Small-Cap 600 Value ETF position peaked at $438K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on McDaniel Terry & Co's 13F filing for Q2 2024, filed 5 Aug 2024.