RAFFA WEALTH MANAGEMENT, LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2020 Q1	–	Sell	-10	Closed	-$875	–	878
2019 Q4	$875	Hold	10	–	–	﹤0.01%	659
2019 Q3	$809	Buy	+10	New	+$735	﹤0.01%	664
2019 Q2	–	Sell	-10	Closed	-$792	–	1038
2019 Q1	$792	Hold	10	–	–	﹤0.01%	646
2018 Q4	$705	Hold	10	–	–	﹤0.01%	666
2018 Q3	$885	Hold	10	–	–	﹤0.01%	668
2018 Q2	$863	Hold	10	–	–	﹤0.01%	673
2018 Q1	$797	Hold	10	–	–	﹤0.01%	687
2017 Q4	$809	Hold	10	–	–	﹤0.01%	248
2017 Q3	$775	Hold	10	–	–	﹤0.01%	268
2017 Q2	$729	Hold	10	–	–	﹤0.01%	381
2017 Q1	$723	Hold	10	–	–	﹤0.01%	358
2016 Q4	$727	Hold	10	–	–	﹤0.01%	559
2016 Q3	$643	Hold	10	–	–	﹤0.01%	609
2016 Q2	$602	Hold	10	–	–	﹤0.01%	597
2016 Q1	$582	Hold	10	–	–	﹤0.01%	627
2015 Q4	$551	Hold	10	–	–	﹤0.01%	645
2015 Q3	$532	Hold	10	–	–	﹤0.01%	639
2015 Q2	$596	Hold	10	–	–	﹤0.01%	605
2015 Q1	$599	Hold	10	–	–	﹤0.01%	611
2014 Q4	$592	Hold	10	–	–	﹤0.01%	600
2014 Q3	$536	Hold	10	–	–	﹤0.01%	598
2014 Q2	$577	Buy	+10	New	+$560	﹤0.01%	267
2014 Q1	–	Sell	-10	Closed	-$592	–	483
2013 Q4	$592	Buy	+10	New	+$534	﹤0.01%	600

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IJS Position: Q1 2020 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2020, closing a stake of 10 shares — an estimated $875 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IJS in Q4 2013 and held it in 23 quarters. The position peaked at $885 in Q3 2018. 482 funds tracked by Wall St. Rank hold IJS as of Q1 2020.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2020 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 10 iShares S&P Small-Cap 600 Value ETF shares in Q1 2020, an estimated $875.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2013 and held it in 23 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $885 in Q3 2018.
482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2020.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2020, filed 27 Jul 2026.