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

Resource Management’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
2021 Q4	$465K	Buy	4,448 +33	+0.7%	+$3.46K	0.05%	114
2021 Q3	$444K	Hold	4,415	–	–	0.05%	108
2021 Q2	$466K	Buy	4,415 +18	+0.4%	+$1.88K	0.05%	107
2021 Q1	$443K	Hold	4,397	–	–	0.05%	110
2020 Q4	$357K	Sell	4,397 -1	-0%	-$73	0.05%	120
2020 Q3	$269K	Buy	4,398 +16	+0.4%	+$1.01K	0.04%	126
2020 Q2	$263K	Buy	4,382 +32	+0.7%	+$1.79K	0.05%	120
2020 Q1	$217K	Hold	4,350	–	–	0.05%	119
2019 Q4	$350K	Buy	4,350 +34	+0.8%	+$2.63K	0.06%	110
2019 Q3	$324K	Sell	4,316 -2	-0%	-$147	0.06%	107
2019 Q2	$321K	Buy	4,318 +328	+8%	+$24.3K	0.06%	109
2019 Q1	$294K	Buy	3,990 +12	+0.3%	+$887	0.05%	111
2018 Q4	$262K	Buy	3,978 +136	+4%	+$10.1K	0.05%	111
2018 Q3	$321K	Buy	3,842 +352	+10%	+$29.7K	0.06%	108
2018 Q2	$284K	Buy	3,490 +458	+15%	+$36.6K	0.06%	105
2018 Q1	$229K	Buy	+3,032	New	+$233K	0.05%	117

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

RFC

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Resource Management's IJS Position: Q4 2021 in Review

Resource Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.75% in Q4 2021, buying an estimated $3.46K and bringing the position to 4,448 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #114.

Resource Management first reported a position in IJS in Q1 2018 and has held it in 16 quarters since. The position peaked at $466K in Q2 2021. 709 funds tracked by Wall St. Rank hold IJS as of Q4 2021.

Resource Management held 4,448 shares of iShares S&P Small-Cap 600 Value ETF worth $465K as of Q4 2021.
Resource Management bought 33 iShares S&P Small-Cap 600 Value ETF shares in Q4 2021, an estimated $3.46K.
iShares S&P Small-Cap 600 Value ETF made up 0.05% of Resource Management's portfolio in Q4 2021, its #114 holding.
Resource Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2018 and has held it in 16 quarters since.
Resource Management's iShares S&P Small-Cap 600 Value ETF position peaked at $466K in Q2 2021.
709 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.