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

Tyler-Stone 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 Q3	–	Sell	-163	Closed	-$15.9K	–	606
2024 Q2	$15.9K	Hold	163	–	–	0.01%	568
2024 Q1	$16.8K	Hold	163	–	–	0.01%	555
2023 Q4	$16.8K	Hold	163	–	–	0.01%	538
2023 Q3	$15K	Hold	163	–	–	0.01%	530
2023 Q2	$16K	Buy	+163	New	+$14.9K	0.01%	517
2022 Q4	$15K	Hold	163	–	–	0.01%	489
2022 Q3	$13K	Hold	163	–	–	0.01%	501
2022 Q2	$15K	Hold	163	–	–	0.01%	491
2022 Q1	$17K	Hold	163	–	–	0.01%	486
2021 Q4	$17K	Buy	+163	New	+$17.1K	0.01%	507

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tyler-Stone Wealth Management's IJS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2024, closing a stake of 163 shares — an estimated $15.9K sold.

Tyler-Stone Wealth Management first reported a position in IJS in Q4 2021 and held it in 10 quarters. The position peaked at $17K in Q1 2022. 778 funds tracked by Wall St. Rank hold IJS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 163 iShares S&P Small-Cap 600 Value ETF shares in Q3 2024, an estimated $15.9K.
Tyler-Stone Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $17K in Q1 2022.
778 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.