MIS
IJS icon

Morningstar Investment Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Morningstar Investment Services’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
-5,485
Closed -$573K – 383
2023
Q4 		$573K Buy
+5,485
New +$500K ﹤0.01% 277

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

Morningstar Investment Services's IJS Position: Q1 2024 in Review

Morningstar Investment Services sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2024, closing a stake of 5,485 shares — an estimated $573K sold.

Morningstar Investment Services first reported a position in IJS in Q4 2023 and held it in 1 quarter. The position peaked at $573K in Q4 2023. 759 funds tracked by Wall St. Rank hold IJS as of Q1 2024.

  • Morningstar Investment Services reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 5,485 iShares S&P Small-Cap 600 Value ETF shares in Q1 2024, an estimated $573K.
  • Morningstar Investment Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 1 quarter.
  • Morningstar Investment Services's iShares S&P Small-Cap 600 Value ETF position peaked at $573K 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 Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.