RL
IJS icon

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

Retireful LLC’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
Q4 		– Sell
-6,634
Closed -$583K – 113
2023
Q3 		$583K Buy
+6,634
New +$632K 0.28% 67
2022
Q2 		– Sell
-3,835
Closed -$371K – 12
2022
Q1 		$371K Buy
+3,835
New +$391K 8.92% 4

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Retireful LLC's IJS Position: Q4 2023 in Review

Retireful LLC sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2023, closing a stake of 6,634 shares — an estimated $583K sold.

Retireful LLC first reported a position in IJS in Q1 2022 and held it in 2 quarters. The position peaked at $583K in Q3 2023. 800 funds tracked by Wall St. Rank hold IJS as of Q4 2023.

  • Retireful LLC reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Retireful LLC sold 6,634 iShares S&P Small-Cap 600 Value ETF shares in Q4 2023, an estimated $583K.
  • Retireful LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 2 quarters.
  • Retireful LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $583K in Q3 2023.
  • 800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2023.

Based on Retireful LLC's 13F filing for Q4 2023, filed 25 Jan 2024.