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

National Wealth Management Group’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	-2,767	Closed	-$298K	–	160
2024 Q3	$298K	Sell	2,767 -421	-13%	-$43.7K	0.2%	115
2024 Q2	$310K	Sell	3,188 -8,047	-72%	-$791K	0.24%	96
2024 Q1	$1.15M	Buy	11,235 +308	+3%	+$30.6K	0.9%	30
2023 Q4	$1.13M	Buy	+10,927	New	+$996K	1.09%	28

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

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

National Wealth Management Group's IJS Position: Q4 2024 in Review

National Wealth Management Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2024, closing a stake of 2,767 shares — an estimated $298K sold.

National Wealth Management Group first reported a position in IJS in Q4 2023 and held it in 4 quarters. The position peaked at $1.15M in Q1 2024. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

National Wealth Management Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
National Wealth Management Group sold 2,767 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $298K.
National Wealth Management Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 4 quarters.
National Wealth Management Group's iShares S&P Small-Cap 600 Value ETF position peaked at $1.15M in Q1 2024.
823 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.