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Northwest Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Northwest Financial Advisors’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
-130
Closed -$14K – 311
2024
Q3 		$14K Buy
+130
New +$13.5K 0.01% 364
2024
Q1 		– Sell
-128
Closed -$13.2K – 284
2023
Q4 		$13.2K Buy
+128
New +$11.7K 0.01% 352

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

Northwest Financial Advisors's IJS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2024, closing a stake of 130 shares — an estimated $14K sold.

Northwest Financial Advisors first reported a position in IJS in Q4 2023 and held it in 2 quarters. The position peaked at $14K in Q3 2024. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 130 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $14K.
  • Northwest Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $14K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.