TAIM
IJS icon

TD Ameritrade Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-7,763
Closed -$738K – 219
2023
Q2 		$738K Sell
7,763
-398
-5% -$36.4K 0.01% 109
2023
Q1 		$763K Sell
8,161
-920
-10% -$89.9K 0.01% 113
2022
Q4 		$829K Sell
9,081
-1,127
-11% -$104K 0.01% 116
2022
Q3 		$842K Buy
10,208
+71
+0.7% +$6.57K 0.01% 120
2022
Q2 		$903K Sell
10,137
-295
-3% -$28.3K 0.01% 127
2022
Q1 		$1.07M Sell
10,432
-393
-4% -$40.1K 0.01% 130
2021
Q4 		$1.13M Buy
10,825
+1,441
+15% +$151K 0.01% 119
2021
Q3 		$1.15M Sell
9,384
-1,437
-13% -$145K 0.01% 114
2021
Q2 		$1.14M Sell
10,821
-4,947
-31% -$517K 0.01% 114
2021
Q1 		$1.28M Hold
15,768
– – 0.01% 108
2020
Q4 		$1.28M Sell
15,768
-3,000
-16% -$218K 0.01% 108
2020
Q3 		$1.15M Buy
18,768
+472
+3% +$29.7K 0.01% 114
2020
Q2 		$1.1M Sell
18,296
-1,270
-6% -$71.2K 0.01% 115
2020
Q1 		$977K Buy
19,566
+4,110
+27% +$285K 0.01% 117
2019
Q4 		$1.24M Buy
15,456
+192
+1% +$14.9K 0.01% 116
2019
Q3 		$1.15M Sell
15,264
-14
-0.1% -$1.03K 0.01% 114
2019
Q2 		$1.14M Buy
15,278
+402
+3% +$29.8K 0.01% 111
2019
Q1 		$1.1M Sell
14,876
-108
-0.7% -$7.98K 0.01% 104
2018
Q4 		$988K Sell
14,984
-454
-3% -$33.7K 0.01% 99
2018
Q3 		$1.29M Buy
15,438
+1,856
+14% +$157K 0.01% 91
2018
Q2 		$1.11M Sell
13,582
-688
-5% -$55K 0.01% 82
2018
Q1 		$1.08M Buy
14,270
+172
+1% +$13.2K 0.01% 72
2017
Q4 		$1.08M Sell
14,098
-184
-1% -$13.9K 0.01% 60
2017
Q3 		$1.06M Sell
14,282
-130
-0.9% -$9.07K 0.01% 60
2017
Q2 		$1.01M Sell
14,412
-8,880
-38% -$614K 0.01% 59
2017
Q1 		$1.61M Sell
23,292
-50
-0.2% -$3.48K 0.02% 55
2016
Q4 		$1.63M Sell
23,342
-256
-1% -$16.8K 0.03% 55
2016
Q3 		$1.47M Sell
23,598
-222
-0.9% -$13.6K 0.03% 55
2016
Q2 		$1.39M Buy
23,820
+7,802
+49% +$448K 0.03% 51
2016
Q1 		$908K Sell
16,018
-472
-3% -$24.5K 0.02% 55
2015
Q4 		$892K Sell
16,490
-160
-1% -$8.88K 0.02% 56
2015
Q3 		$872K Sell
16,650
-12
-0.1% -$666 0.02% 54
2015
Q2 		$981K Sell
16,662
-2
-0% -$119 0.02% 56
2015
Q1 		$991K Sell
16,664
-88
-0.5% -$5.12K 0.02% 57
2014
Q4 		$988K Sell
16,752
-142
-0.8% -$8.01K 0.02% 57
2014
Q3 		$906K Buy
16,894
+106
+0.6% +$5.97K 0.02% 57
2014
Q2 		$969K Sell
16,788
-302
-2% -$16.9K 0.02% 56
2014
Q1 		$969K Sell
17,090
-68
-0.4% -$3.76K 0.03% 60
2013
Q4 		$954K Sell
17,158
-180
-1% -$9.61K 0.03% 61
2013
Q3 		$886K Buy
17,338
+134
+0.8% +$6.66K 0.03% 62
2013
Q2 		$804K Buy
+17,204
New +$789K 0.03% 62

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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

TD Ameritrade Investment Management's IJS Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2023, closing a stake of 7,763 shares — an estimated $738K sold.

TD Ameritrade Investment Management first reported a position in IJS in Q2 2013 and held it in 41 quarters. The position peaked at $1.63M in Q4 2016. 715 funds tracked by Wall St. Rank hold IJS as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 7,763 iShares S&P Small-Cap 600 Value ETF shares in Q3 2023, an estimated $738K.
  • TD Ameritrade Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.63M in Q4 2016.
  • 715 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.