PS
IJS icon

Planned Solutions’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Planned Solutions’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
-586
Closed -$63.1K – 361
2024
Q3 		$63.1K Buy
+586
New +$60.9K 0.03% 273
2024
Q1 		– Sell
-578
Closed -$59.6K – 303
2023
Q4 		$59.6K Buy
+578
New +$52.7K 0.03% 257
2021
Q1 		– Sell
-552
Closed -$45K – 228
2020
Q4 		$45K Hold
552
– – 0.04% 217
2020
Q3 		$34K Buy
+552
New +$34.7K 0.03% 184

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

Planned Solutions's IJS Position: Q4 2024 in Review

Planned Solutions sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2024, closing a stake of 586 shares — an estimated $63.1K sold.

Planned Solutions first reported a position in IJS in Q3 2020 and held it in 4 quarters. The position peaked at $63.1K in Q3 2024. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

  • Planned Solutions reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 586 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $63.1K.
  • Planned Solutions first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares S&P Small-Cap 600 Value ETF position peaked at $63.1K 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 Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.