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

Acima Private Wealth’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 Q1	–	Sell	-465	Closed	-$50.5K	–	184
2024 Q4	$50.5K	Hold	465	–	–	0.02%	154
2024 Q3	$50.1K	Hold	465	–	–	0.02%	152
2024 Q2	$45.2K	Hold	465	–	–	0.02%	152
2024 Q1	$47.8K	Hold	465	–	–	0.02%	157
2023 Q4	$47.9K	Sell	465 -5,548	-92%	-$506K	0.02%	163
2023 Q3	$536K	Buy	6,013 +5,548	+1,193%	+$528K	0.24%	80
2023 Q2	$44.2K	Hold	465	–	–	0.02%	172
2023 Q1	$43.5K	Hold	465	–	–	0.02%	173
2022 Q4	$42.5K	Hold	465	–	–	0.02%	163
2022 Q3	$38.3K	Hold	465	–	–	0.02%	163
2022 Q2	$41.4K	Hold	465	–	–	0.02%	165
2022 Q1	$48K	Hold	465	–	–	0.02%	167
2021 Q4	$49K	Buy	+465	New	+$48.7K	0.02%	171

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

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

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

PCIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

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

Acima Private Wealth's IJS Position: Q1 2025 in Review

Acima Private Wealth sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 465 shares — an estimated $50.5K sold.

Acima Private Wealth first reported a position in IJS in Q4 2021 and held it in 13 quarters. The position peaked at $536K in Q3 2023. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

Acima Private Wealth reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
Acima Private Wealth sold 465 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $50.5K.
Acima Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 13 quarters.
Acima Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $536K in Q3 2023.
800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Acima Private Wealth's 13F filing for Q1 2025, filed 9 May 2025.