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

Almanack Investment Partners’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	–	Sell	-3,495	Closed	-$348K	–	217
2025 Q2	$348K	Buy	+3,495	New	+$330K	0.06%	151
2024 Q2	–	Sell	-2,634	Closed	-$271K	–	183
2024 Q1	$271K	Buy	+2,634	New	+$261K	0.05%	148
2023 Q4	–	Sell	-6,036	Closed	-$539K	–	170
2023 Q3	$539K	Buy	+6,036	New	+$575K	0.1%	83
2022 Q4	–	Sell	-1,460	Closed	-$120K	–	654
2022 Q3	$120K	Buy	+1,460	New	+$135K	0.02%	173

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Almanack Investment Partners's IJS Position: Q3 2025 in Review

Almanack Investment Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 3,495 shares — an estimated $348K sold.

Almanack Investment Partners first reported a position in IJS in Q3 2022 and held it in 4 quarters. The position peaked at $539K in Q3 2023. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

Almanack Investment Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
Almanack Investment Partners sold 3,495 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $348K.
Almanack Investment Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2022 and held it in 4 quarters.
Almanack Investment Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $539K in Q3 2023.
795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Almanack Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.