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

Rather & Kittrell’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
2022 Q1	–	Sell	-107	Closed	-$11K	–	169
2021 Q4	$11K	Buy	+107	New	+$11.2K	0.01%	215

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Rather & Kittrell's IJS Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2022, closing a stake of 107 shares — an estimated $11K sold.

Rather & Kittrell first reported a position in IJS in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 737 funds tracked by Wall St. Rank hold IJS as of Q1 2022.

Rather & Kittrell reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 107 iShares S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $11K.
Rather & Kittrell first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's iShares S&P Small-Cap 600 Value ETF position peaked at $11K in Q4 2021.
737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.