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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 – 297
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

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Bank of America
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RFC
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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return