Mission Creek Capital Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mission Creek Capital Partners’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	-2,300	Closed	-$236K	–	215
2024 Q1	$236K	Buy	2,300 +9	+0.4%	+$893	0.06%	222
2023 Q4	$236K	Buy	2,291 +18	+0.8%	+$1.64K	0.06%	208
2023 Q3	$203K	Sell	2,273 -10	-0.4%	-$952	0.07%	210
2023 Q2	$217K	Sell	2,283 -16	-0.7%	-$1.46K	0.07%	215
2023 Q1	$215K	Sell	2,299 -42	-2%	-$4.1K	0.07%	213
2022 Q4	$214K	Buy	+2,341	New	+$216K	0.08%	213

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mission Creek Capital Partners's IJS Position: Q2 2024 in Review

Mission Creek Capital Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2024, closing a stake of 2,300 shares — an estimated $236K sold.

Mission Creek Capital Partners first reported a position in IJS in Q4 2022 and held it in 6 quarters. The position peaked at $236K in Q1 2024. 737 funds tracked by Wall St. Rank hold IJS as of Q2 2024.

Mission Creek Capital Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
Mission Creek Capital Partners sold 2,300 iShares S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $236K.
Mission Creek Capital Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 6 quarters.
Mission Creek Capital Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $236K 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 Mission Creek Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.