WWP
IJS icon

WR Wealth Planners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

WR Wealth Planners’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
Q4 		$9.55K Sell
88
-95
-52% -$10.5K ﹤0.01% 600
2024
Q3 		$19.7K Sell
183
-2
-1% -$208 0.01% 486
2024
Q2 		$18K Sell
185
-222
-55% -$21.8K 0.01% 461
2024
Q1 		$41.8K Buy
+407
New +$40.4K 0.01% 357
2023
Q4 		– Sell
-526
Closed -$46.9K – 510
2023
Q3 		$46.9K Sell
526
-6
-1% -$571 0.02% 322
2023
Q2 		$50.6K Sell
532
-197
-27% -$18K 0.02% 313
2023
Q1 		$68.2K Sell
729
-84
-10% -$8.21K 0.03% 278
2022
Q4 		$74.2K Sell
813
-184
-18% -$16.9K 0.05% 152
2022
Q3 		$82.2K Sell
997
-47
-5% -$4.35K 0.06% 138
2022
Q2 		$92.9K Sell
1,044
-272
-21% -$26.1K 0.06% 137
2022
Q1 		$135K Buy
+1,316
New +$134K 0.08% 116

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

WR Wealth Planners's IJS Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 52% in Q4 2024, selling an estimated $10.5K and leaving 88 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

WR Wealth Planners first reported a position in IJS in Q1 2022 and has held it in 11 quarters since. The position peaked at $135K in Q1 2022. 823 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

  • WR Wealth Planners held 88 shares of iShares S&P Small-Cap 600 Value ETF worth $9.55K as of Q4 2024.
  • WR Wealth Planners sold 95 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $10.5K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #600 holding.
  • WR Wealth Planners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's iShares S&P Small-Cap 600 Value ETF position peaked at $135K in Q1 2022.
  • 823 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.