Advisor Resource Council’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-17,073	Closed	-$1.66M	–	370
2025 Q1	$1.66M	Buy	+17,073	New	+$1.8M	0.13%	173
2024 Q1	–	Sell	-18,681	Closed	-$1.93M	–	363
2023 Q4	$1.93M	Buy	+18,681	New	+$1.7M	0.22%	109
2022 Q3	–	Sell	-19,911	Closed	-$1.77M	–	310
2022 Q2	$1.77M	Buy	+19,911	New	+$1.91M	0.16%	141
2022 Q1	–	Sell	-20,218	Closed	-$2.11M	–	361
2021 Q4	$2.11M	Buy	+20,218	New	+$2.12M	0.16%	129
2021 Q3	–	Sell	-19,254	Closed	-$2.03M	–	333
2021 Q2	$2.03M	Buy	+19,254	New	+$2.01M	0.21%	105

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Resource Council's IJS Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 17,073 shares — an estimated $1.66M sold.

Advisor Resource Council first reported a position in IJS in Q2 2021 and held it in 5 quarters. The position peaked at $2.11M in Q4 2021. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Advisor Resource Council reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 17,073 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $1.66M.
Advisor Resource Council first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares S&P Small-Cap 600 Value ETF position peaked at $2.11M in Q4 2021.
782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.