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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Relaxing Retirement Coach's IJS Position: Q2 2023 in Review

Relaxing Retirement Coach held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2023 at 2,370 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #69.

Relaxing Retirement Coach first reported a position in IJS in Q3 2020 and has held it in 10 quarters since. The position peaked at $290K in Q3 2020. 734 funds tracked by Wall St. Rank hold IJS as of Q2 2023.

Relaxing Retirement Coach held 2,370 shares of iShares S&P Small-Cap 600 Value ETF worth $225K as of Q2 2023.
Relaxing Retirement Coach left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2023.
iShares S&P Small-Cap 600 Value ETF made up 0.07% of Relaxing Retirement Coach's portfolio in Q2 2023, its #69 holding.
Relaxing Retirement Coach first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and has held it in 10 quarters since.
Relaxing Retirement Coach's iShares S&P Small-Cap 600 Value ETF position peaked at $290K in Q3 2020.
734 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.