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

Resolute Financial’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
Q4 		$1.71M Buy
18,765
+432
+2% +$39.8K 1.46% 17
2022
Q3 		$1.51M Sell
18,333
-777
-4% -$71.9K 1.43% 18
2022
Q2 		$1.7M Buy
19,110
+1,555
+9% +$149K 1.48% 16
2022
Q1 		$1.8M Sell
17,555
-78
-0.4% -$7.95K 1.46% 15
2021
Q4 		$1.84M Buy
+17,633
New +$1.85M 1.38% 15

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 $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resolute Financial's IJS Position: Q4 2022 in Review

Resolute Financial increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.4% in Q4 2022, buying an estimated $39.8K and bringing the position to 18,765 shares worth $1.71M. The position accounts for 1.46% of the portfolio, ranked #17.

Resolute Financial first reported a position in IJS in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.84M in Q4 2021. 730 funds tracked by Wall St. Rank hold IJS as of Q4 2022.

  • Resolute Financial held 18,765 shares of iShares S&P Small-Cap 600 Value ETF worth $1.71M as of Q4 2022.
  • Resolute Financial bought 432 iShares S&P Small-Cap 600 Value ETF shares in Q4 2022, an estimated $39.8K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.46% of Resolute Financial's portfolio in Q4 2022, its #17 holding.
  • Resolute Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $1.84M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.