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RMR Wealth Builders’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

RMR Wealth Builders’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
2020
Q4 		– Sell
-3,292
Closed -$201K – 538
2020
Q3 		$201K Buy
+3,292
New +$207K 0.05% 203

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RMR Wealth Builders's IJS Position: Q4 2020 in Review

RMR Wealth Builders sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2020, closing a stake of 3,292 shares — an estimated $201K sold.

RMR Wealth Builders first reported a position in IJS in Q3 2020 and held it in 1 quarter. The position peaked at $201K in Q3 2020. 573 funds tracked by Wall St. Rank hold IJS as of Q4 2020.

  • RMR Wealth Builders reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 3,292 iShares S&P Small-Cap 600 Value ETF shares in Q4 2020, an estimated $201K.
  • RMR Wealth Builders first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's iShares S&P Small-Cap 600 Value ETF position peaked at $201K in Q3 2020.
  • 573 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.