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

WealthPLAN Partners’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	-444	Closed	-$42.2K	–	697
2023 Q2	$42.2K	Hold	444	–	–	0.01%	541
2023 Q1	$41.6K	Buy	+444	New	+$43.4K	﹤0.01%	591
2017 Q2	–	Sell	-210	Closed	-$14.1K	–	295
2017 Q1	$14.1K	Buy	+210	New	+$14.6K	0.05%	221
2016 Q3	$106K	Sell	1,708 -3,958	-70%	-$243K	0.03%	228
2016 Q2	$100K	Buy	+5,666	New	+$325K	0.01%	615
2015 Q4	$90.8K	Buy	+5,028	New	+$279K	0.01%	442

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

WealthPLAN Partners's IJS Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2023, closing a stake of 444 shares — an estimated $42.2K sold.

WealthPLAN Partners first reported a position in IJS in Q4 2015 and held it in 6 quarters. The position peaked at $106K in Q3 2016. 714 funds tracked by Wall St. Rank hold IJS as of Q3 2023.

WealthPLAN Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 444 iShares S&P Small-Cap 600 Value ETF shares in Q3 2023, an estimated $42.2K.
WealthPLAN Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2015 and held it in 6 quarters.
WealthPLAN Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $106K in Q3 2016.
714 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.