Whitaker-Myers Wealth Managers’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Whitaker-Myers Wealth Managers’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 Q1	–	Sell	-8,719	Closed	-$899K	–	102
2023 Q4	$899K	Sell	8,719 -243	-3%	-$22.1K	0.45%	37
2023 Q3	$800K	Buy	8,962 +399	+5%	+$38K	0.5%	35
2023 Q2	$814K	Buy	8,563 +31	+0.4%	+$2.83K	0.55%	37
2023 Q1	$798K	Buy	8,532 +1,577	+23%	+$154K	0.62%	36
2022 Q4	$635K	Buy	+6,955	New	+$640K	0.61%	38

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

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

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

RFC

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

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Whitaker-Myers Wealth Managers's IJS Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2024, closing a stake of 8,719 shares — an estimated $899K sold.

Whitaker-Myers Wealth Managers first reported a position in IJS in Q4 2022 and held it in 5 quarters. The position peaked at $899K in Q4 2023. 759 funds tracked by Wall St. Rank hold IJS as of Q1 2024.

Whitaker-Myers Wealth Managers reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 8,719 iShares S&P Small-Cap 600 Value ETF shares in Q1 2024, an estimated $899K.
Whitaker-Myers Wealth Managers first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 5 quarters.
Whitaker-Myers Wealth Managers's iShares S&P Small-Cap 600 Value ETF position peaked at $899K in Q4 2023.
759 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.