AWM
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Accredited Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Accredited Wealth Management’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
Q3 		$5.75K Buy
265
+213
+410% +$22.6K ﹤0.01% 308
2025
Q2 		$5.17K Hold
52
– – ﹤0.01% 316
2025
Q1 		$5.07K Hold
52
– – ﹤0.01% 297
2024
Q4 		$5.65K Buy
+52
New +$5.76K ﹤0.01% 288

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accredited Wealth Management's IJS Position: Q3 2025 in Review

Accredited Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 410% in Q3 2025, buying an estimated $22.6K and bringing the position to 265 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Accredited Wealth Management first reported a position in IJS in Q4 2024 and has held it in 4 quarters since. 794 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

  • Accredited Wealth Management held 265 shares of iShares S&P Small-Cap 600 Value ETF worth $5.75K as of Q3 2025.
  • Accredited Wealth Management bought 213 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $22.6K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #308 holding.
  • Accredited Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 794 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.