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

Sugarloaf Wealth 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
2024
Q4 		$5.71K Buy
53
+1
+2% +$111 ﹤0.01% 562
2024
Q3 		$5.63K Hold
52
– – ﹤0.01% 554
2024
Q2 		$5.06K Hold
52
– – ﹤0.01% 530
2024
Q1 		$5.32K Sell
52
-6
-10% -$595 ﹤0.01% 534
2023
Q4 		$5.94K Buy
58
+1
+2% +$91 ﹤0.01% 532
2023
Q3 		$5.1K Hold
57
– – ﹤0.01% 536
2023
Q2 		$5.44K Buy
57
+1
+2% +$91 ﹤0.01% 539
2023
Q1 		$5.33K Sell
56
-1
-2% -$98 ﹤0.01% 543
2022
Q4 		$5.18K Buy
57
+6
+12% +$552 ﹤0.01% 576
2022
Q3 		$5K Hold
51
– – ﹤0.01% 618
2022
Q2 		$4K Buy
51
+1
+2% +$96 ﹤0.01% 634
2022
Q1 		$5K Sell
50
-1
-2% -$102 ﹤0.01% 566
2021
Q4 		$5K Buy
51
+1
+2% +$105 ﹤0.01% 590
2021
Q3 		$5K Hold
50
– – ﹤0.01% 605
2021
Q2 		$5K Buy
50
+49
+4,900% +$5.12K ﹤0.01% 596
2021
Q1 		$5 Sell
1
-48
-98% -$4.54K ﹤0.01% 586
2020
Q4 		$4K Sell
49
-1
-2% -$73 ﹤0.01% 573
2020
Q3 		$3K Sell
50
-40
-44% -$2.52K ﹤0.01% 573
2020
Q2 		$5K Buy
90
+2
+2% +$112 ﹤0.01% 520
2020
Q1 		$4K Hold
88
– – ﹤0.01% 538
2019
Q4 		$7K Buy
+88
New +$6.82K ﹤0.01% 498

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Sugarloaf Wealth Management's IJS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.9% in Q4 2024, buying an estimated $111 and bringing the position to 53 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Sugarloaf Wealth Management first reported a position in IJS in Q4 2019 and has held it in 21 quarters since. The position peaked at $7K in Q4 2019. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

  • Sugarloaf Wealth Management held 53 shares of iShares S&P Small-Cap 600 Value ETF worth $5.71K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 iShares S&P Small-Cap 600 Value ETF share in Q4 2024, an estimated $111.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #562 holding.
  • Sugarloaf Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $7K in Q4 2019.
  • 823 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.