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

TAP Consulting’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 		$581K Buy
5,346
+27
+0.5% +$2.99K 0.12% 115
2024
Q3 		$573K Sell
5,319
-7
-0.1% -$727 0.11% 119
2024
Q2 		$518K Buy
5,326
+4
+0.1% +$393 0.11% 123
2024
Q1 		$547K Buy
5,322
+19
+0.4% +$1.89K 0.12% 118
2023
Q4 		$547K Buy
5,303
+42
+0.8% +$3.83K 0.13% 102
2023
Q3 		$469K Hold
5,261
– – 0.12% 107
2023
Q2 		$500K Sell
5,261
-55
-1% -$5.03K 0.12% 108
2023
Q1 		$497K Buy
5,316
+17
+0.3% +$1.66K 0.12% 100
2022
Q4 		$484K Buy
5,299
+47
+0.9% +$4.33K 0.13% 95
2022
Q3 		$433K Buy
5,252
+4
+0.1% +$370 0.12% 96
2022
Q2 		$467K Sell
5,248
-109
-2% -$10.5K 0.13% 89
2022
Q1 		$548K Buy
5,357
+15
+0.3% +$1.53K 0.14% 92
2021
Q4 		$558K Sell
5,342
-759
-12% -$79.6K 0.13% 98
2021
Q3 		$614K Sell
6,101
-40
-0.7% -$4.04K 0.16% 93
2021
Q2 		$647K Sell
6,141
-1,797
-23% -$188K 0.18% 90
2021
Q1 		$800K Sell
7,938
-1,393
-15% -$132K 0.25% 80
2020
Q4 		$759K Sell
9,331
-819
-8% -$59.5K 0.27% 76
2020
Q3 		$621K Sell
10,150
-10
-0.1% -$629 0.24% 78
2020
Q2 		$611K Buy
10,160
+988
+11% +$55.4K 0.3% 70
2020
Q1 		$458K Sell
9,172
-1,596
-15% -$111K 0.31% 76
2019
Q4 		$866K Sell
10,768
-1,698
-14% -$132K 0.48% 59
2019
Q3 		$936K Buy
+12,466
New +$916K 0.55% 55
2019
Q1 		$1.39M Buy
+18,822
New +$1.39M 1.05% 33

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

TAP Consulting's IJS Position: Q4 2024 in Review

TAP Consulting increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.51% in Q4 2024, buying an estimated $2.99K and bringing the position to 5,346 shares worth $581K. The position accounts for 0.12% of the portfolio, ranked #115.

TAP Consulting first reported a position in IJS in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.39M in Q1 2019. 824 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

  • TAP Consulting held 5,346 shares of iShares S&P Small-Cap 600 Value ETF worth $581K as of Q4 2024.
  • TAP Consulting bought 27 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $2.99K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.12% of TAP Consulting's portfolio in Q4 2024, its #115 holding.
  • TAP Consulting first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 23 quarters since.
  • TAP Consulting's iShares S&P Small-Cap 600 Value ETF position peaked at $1.39M in Q1 2019.
  • 824 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.