RRC
IJS icon

Relaxing Retirement Coach’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$225K Hold
2,370
– – 0.07% 69
2023
Q1 		$222K Hold
2,370
– – 0.07% 63
2022
Q4 		$216K Buy
+2,370
New +$218K 0.08% 64
2022
Q3 		– Sell
-2,370
Closed -$211K – 56
2022
Q2 		$211K Hold
2,370
– – 0.11% 53
2022
Q1 		$243K Hold
2,370
– – 0.12% 48
2021
Q4 		$248K Hold
2,370
– – 0.14% 49
2021
Q3 		$239K Hold
2,370
– – 0.2% 44
2021
Q2 		$250K Hold
2,370
– – 0.21% 43
2021
Q1 		$239K Buy
+2,370
New +$224K 0.27% 41
2020
Q4 		– Sell
-4,740
Closed -$290K – 51
2020
Q3 		$290K Buy
+4,740
New +$298K 0.13% 49

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 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 $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return