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

Accelerate Investment 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
2025 Q4	–	Sell	-5,447	Closed	-$602K	–	124
2025 Q3	$602K	Buy	5,447 +23	+0.4%	+$2.44K	0.41%	45
2025 Q2	$540K	Buy	5,424 +23	+0.4%	+$2.17K	0.4%	46
2025 Q1	$527K	Buy	5,401 +18	+0.3%	+$1.9K	0.44%	42
2024 Q4	$585K	Buy	5,383 +289	+6%	+$32K	0.52%	34
2024 Q3	$548K	Buy	+5,094	New	+$529K	0.54%	34

Other funds holding IJS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Accelerate Investment Advisors's IJS Position: Q4 2025 in Review

Accelerate Investment Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 5,447 shares — an estimated $602K sold.

Accelerate Investment Advisors first reported a position in IJS in Q3 2024 and held it in 5 quarters. The position peaked at $602K in Q3 2025. 838 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Accelerate Investment Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
Accelerate Investment Advisors sold 5,447 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $602K.
Accelerate Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and held it in 5 quarters.
Accelerate Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $602K in Q3 2025.
838 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Accelerate Investment Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.