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Stillwater Investment Management (Minnesota)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Stillwater Investment Management (Minnesota)’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
Q1 		$317K Buy
3,387
+12
+0.4% +$1.17K 0.09% 74
2022
Q4 		$308K Buy
3,375
+30
+0.9% +$2.76K 0.09% 74
2022
Q3 		$276K Hold
3,345
– – 0.09% 74
2022
Q2 		$298K Buy
3,345
+11
+0.3% +$1.05K 0.09% 76
2022
Q1 		$341K Buy
3,334
+9
+0.3% +$917 0.09% 75
2021
Q4 		$347K Buy
3,325
+33
+1% +$3.46K 0.09% 73
2021
Q3 		$331K Hold
3,292
– – 0.09% 72
2021
Q2 		$347K Buy
+3,292
New +$344K 0.09% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s IJS Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.36% in Q1 2023, buying an estimated $1.17K and bringing the position to 3,387 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #74.

Stillwater Investment Management (Minnesota) first reported a position in IJS in Q2 2021 and has held it in 8 quarters since. The position peaked at $347K in Q4 2021. 728 funds tracked by Wall St. Rank hold IJS as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 3,387 shares of iShares S&P Small-Cap 600 Value ETF worth $317K as of Q1 2023.
  • Stillwater Investment Management (Minnesota) bought 12 iShares S&P Small-Cap 600 Value ETF shares in Q1 2023, an estimated $1.17K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.09% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #74 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and has held it in 8 quarters since.
  • Stillwater Investment Management (Minnesota)'s iShares S&P Small-Cap 600 Value ETF position peaked at $347K in Q4 2021.
  • 728 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.