Woodmont Investment Counsel’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Woodmont Investment Counsel’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	-531	Closed	-$54.6K	–	295
2024 Q1	$54.6K	Buy	+531	New	+$52.7K	﹤0.01%	298
2016 Q4	–	Sell	-566	Closed	-$35K	–	397
2016 Q3	$35K	Buy	+566	New	+$34.7K	0.01%	296
2016 Q2	–	Sell	-566	Closed	-$32K	–	319
2016 Q1	$32K	Hold	566	–	–	0.01%	306
2015 Q4	$31K	Hold	566	–	–	0.01%	315
2015 Q3	$30K	Hold	566	–	–	0.01%	314
2015 Q2	$33K	Buy	+566	New	+$33.7K	0.01%	307

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Woodmont Investment Counsel's IJS Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2024, closing a stake of 531 shares — an estimated $54.6K sold.

Woodmont Investment Counsel first reported a position in IJS in Q2 2015 and held it in 6 quarters. The position peaked at $54.6K in Q1 2024. 737 funds tracked by Wall St. Rank hold IJS as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 531 iShares S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $54.6K.
Woodmont Investment Counsel first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's iShares S&P Small-Cap 600 Value ETF position peaked at $54.6K in Q1 2024.
737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.