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

Atticus 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 		– Sell
-358
Closed -$35.6K – 400
2025
Q2 		$35.6K Buy
358
+2
+0.6% +$189 0.01% 352
2025
Q1 		$34.7K Buy
356
+1
+0.3% +$106 0.01% 265
2024
Q4 		$38.6K Buy
355
+2
+0.6% +$222 0.01% 266
2024
Q3 		$38.1K Buy
353
+1
+0.3% +$104 0.01% 266
2024
Q2 		$34.2K Buy
352
+2
+0.6% +$197 0.01% 266
2024
Q1 		$36K Buy
350
+1
+0.3% +$99 0.01% 275
2023
Q4 		$35.9K Buy
349
+3
+0.9% +$273 0.01% 271
2023
Q3 		$30.9K Hold
346
– – 0.01% 295
2023
Q2 		$32.9K Buy
346
+2
+0.6% +$183 0.01% 296
2023
Q1 		$32.2K Buy
344
+1
+0.3% +$98 0.01% 287
2022
Q4 		$31.3K Buy
+343
New +$31.6K 0.01% 292
2022
Q3 		– Sell
-340
Closed -$30K – 587
2022
Q2 		$30K Buy
340
+1
+0.3% +$96 0.01% 310
2022
Q1 		$35K Buy
339
+1
+0.3% +$102 0.01% 280
2021
Q4 		$35K Buy
338
+3
+0.9% +$314 0.01% 266
2021
Q3 		$34K Hold
335
– – 0.01% 274
2021
Q2 		$35K Buy
335
+2
+0.6% +$209 0.02% 257
2021
Q1 		$34K Hold
333
– – 0.02% 238
2020
Q4 		$27K Sell
333
-1
-0.3% -$73 0.01% 247
2020
Q3 		$20K Buy
334
+2
+0.6% +$126 0.01% 222
2020
Q2 		$20K Buy
332
+4
+1% +$224 0.01% 211
2020
Q1 		$16K Hold
328
– – 0.01% 213
2019
Q4 		$26K Buy
+328
New +$25.4K 0.02% 207

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atticus Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 358 shares — an estimated $35.6K sold.

Atticus Wealth Management first reported a position in IJS in Q4 2019 and held it in 22 quarters. The position peaked at $38.6K in Q4 2024. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 358 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $35.6K.
  • Atticus Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 22 quarters.
  • Atticus Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $38.6K in Q4 2024.
  • 795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.