Amara Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Amara Financial’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	-3,121	Closed	-$339K	–	47
2024 Q4	$339K	Buy	3,121 +15	+0.5%	+$1.66K	0.31%	33
2024 Q3	$334K	Buy	+3,106	New	+$323K	0.32%	33

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

Amara Financial's IJS Position: Q1 2025 in Review

Amara Financial sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 3,121 shares — an estimated $339K sold.

Amara Financial first reported a position in IJS in Q3 2024 and held it in 2 quarters. The position peaked at $339K in Q4 2024. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

Amara Financial reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
Amara Financial sold 3,121 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $339K.
Amara Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and held it in 2 quarters.
Amara Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $339K in Q4 2024.
800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Amara Financial's 13F filing for Q1 2025, filed 25 Apr 2025.