WAG
IJS icon

Wiser Advisor Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Wiser Advisor Group’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
Q2 		– Sell
-38
Closed -$3.9K – 307
2024
Q1 		$3.9K Hold
38
– – 0.01% 233
2023
Q4 		$3.92K Buy
+38
New +$3.46K 0.01% 232

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wiser Advisor Group's IJS Position: Q2 2024 in Review

Wiser Advisor Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2024, closing a stake of 38 shares — an estimated $3.9K sold.

Wiser Advisor Group first reported a position in IJS in Q4 2023 and held it in 2 quarters. The position peaked at $3.92K in Q4 2023. 737 funds tracked by Wall St. Rank hold IJS as of Q2 2024.

  • Wiser Advisor Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 38 iShares S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $3.9K.
  • Wiser Advisor Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 2 quarters.
  • Wiser Advisor Group's iShares S&P Small-Cap 600 Value ETF position peaked at $3.92K in Q4 2023.
  • 737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Wiser Advisor Group's 13F filing for Q2 2024, filed 14 Aug 2024.