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

Opal Wealth 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
Q3 		– Sell
-134
Closed -$13K – 661
2024
Q2 		$13K Buy
+134
New +$13.2K ﹤0.01% 607

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Opal Wealth Advisors's IJS Position: Q3 2024 in Review

Opal Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2024, closing a stake of 134 shares — an estimated $13K sold.

Opal Wealth Advisors first reported a position in IJS in Q2 2024 and held it in 1 quarter. The position peaked at $13K in Q2 2024. 778 funds tracked by Wall St. Rank hold IJS as of Q3 2024.

  • Opal Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 134 iShares S&P Small-Cap 600 Value ETF shares in Q3 2024, an estimated $13K.
  • Opal Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $13K in Q2 2024.
  • 778 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.