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Mitchell Sinkler & Starr’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-236
Closed -$24.3K – 205
2023
Q4 		$24.3K Buy
+236
New +$21.5K ﹤0.01% 199

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

Mitchell Sinkler & Starr's IJS Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2024, closing a stake of 236 shares — an estimated $24.3K sold.

Mitchell Sinkler & Starr first reported a position in IJS in Q4 2023 and held it in 1 quarter. The position peaked at $24.3K in Q4 2023. 759 funds tracked by Wall St. Rank hold IJS as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 236 iShares S&P Small-Cap 600 Value ETF shares in Q1 2024, an estimated $24.3K.
  • Mitchell Sinkler & Starr first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's iShares S&P Small-Cap 600 Value ETF position peaked at $24.3K in Q4 2023.
  • 759 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.