WestHill Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

WestHill Financial Advisors’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 Q4	–	Sell	-40	Closed	-$3.57K	–	87
2023 Q3	$3.57K	Hold	40	–	–	﹤0.01%	112
2023 Q2	$3.8K	Hold	40	–	–	﹤0.01%	106
2023 Q1	$3.74K	Hold	40	–	–	﹤0.01%	107
2022 Q4	$3.65K	Hold	40	–	–	﹤0.01%	115
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	106
2022 Q2	$4K	Hold	40	–	–	﹤0.01%	109
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	116
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	117
2021 Q3	$4K	Buy	+40	New	+$4.04K	﹤0.01%	102
2021 Q1	$4K	Hold	40	–	–	﹤0.01%	81
2020 Q4	$3K	Buy	+40	New	+$2.91K	﹤0.01%	80

Other funds holding IJS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

WestHill Financial Advisors's IJS Position: Q4 2023 in Review

WestHill Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2023, closing a stake of 40 shares — an estimated $3.57K sold.

WestHill Financial Advisors first reported a position in IJS in Q4 2020 and held it in 11 quarters. The position peaked at $4K in Q2 2022. 800 funds tracked by Wall St. Rank hold IJS as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 40 iShares S&P Small-Cap 600 Value ETF shares in Q4 2023, an estimated $3.57K.
WestHill Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $4K in Q2 2022.
800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.