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

PCA Investment Advisory 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 Q2	–	Sell	-2,948	Closed	-$303K	–	142
2024 Q1	$303K	Buy	2,948 +357	+14%	+$35.4K	0.17%	87
2023 Q4	$267K	Sell	2,591 -10,014	-79%	-$913K	0.18%	84
2023 Q3	$1.12M	Buy	12,605 +44	+0.4%	+$4.19K	0.8%	29
2023 Q2	$1.19M	Buy	12,561 +1,769	+16%	+$162K	0.71%	29
2023 Q1	$1.01M	Buy	+10,792	New	+$1.05M	0.71%	32

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

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 San Francisco, California $530B AUM 22.01% 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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA Investment Advisory Services's IJS Position: Q2 2024 in Review

PCA Investment Advisory Services sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2024, closing a stake of 2,948 shares — an estimated $303K sold.

PCA Investment Advisory Services first reported a position in IJS in Q1 2023 and held it in 5 quarters. The position peaked at $1.19M in Q2 2023. 737 funds tracked by Wall St. Rank hold IJS as of Q2 2024.

PCA Investment Advisory Services reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
PCA Investment Advisory Services sold 2,948 iShares S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $303K.
PCA Investment Advisory Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and held it in 5 quarters.
PCA Investment Advisory Services's iShares S&P Small-Cap 600 Value ETF position peaked at $1.19M in Q2 2023.
737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on PCA Investment Advisory Services's 13F filing for Q2 2024, filed 13 Aug 2024.