AAS
IJS icon

Avantax Advisory Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Avantax Advisory Services’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 		$14.8M Buy
148,729
+51,300
+53% +$4.84M 0.08% 191
2025
Q1 		$9.5M Buy
97,429
+3,873
+4% +$409K 0.06% 261
2024
Q4 		$10.2M Buy
93,556
+3,834
+4% +$425K 0.06% 225
2024
Q3 		$9.66M Buy
89,722
+2,914
+3% +$303K 0.06% 222
2024
Q2 		$8.44M Buy
86,808
+11,541
+15% +$1.13M 0.06% 240
2024
Q1 		$7.73M Buy
75,267
+691
+0.9% +$68.6K 0.07% 221
2023
Q4 		$7.69M Sell
74,576
-11,149
-13% -$1.02M 0.08% 202
2023
Q3 		$7.65M Buy
85,725
+685
+0.8% +$65.2K 0.09% 180
2023
Q2 		$8.09M Buy
85,040
+773
+0.9% +$70.7K 0.09% 172
2023
Q1 		$7.89M Buy
84,267
+5,863
+7% +$573K 0.1% 168
2022
Q4 		$7.16M Buy
78,404
+4,706
+6% +$433K 0.1% 168
2022
Q3 		$6.08M Sell
73,698
-3,578
-5% -$331K 0.09% 167
2022
Q2 		$6.88M Buy
77,276
+403
+0.5% +$38.6K 0.1% 153
2022
Q1 		$7.86M Buy
76,873
+29,357
+62% +$2.99M 0.11% 138
2021
Q4 		$4.96M Sell
47,516
-12,797
-21% -$1.34M 0.07% 202
2021
Q3 		$6.07M Sell
60,313
-2,551
-4% -$258K 0.1% 156
2021
Q2 		$6.62M Buy
62,864
+12,382
+25% +$1.29M 0.12% 135
2021
Q1 		$5.09M Buy
50,482
+11,967
+31% +$1.13M 0.11% 151
2020
Q4 		$3.13M Sell
38,515
-43,467
-53% -$3.16M 0.07% 187
2020
Q3 		$5.02M Buy
81,982
+55,130
+205% +$3.47M 0.08% 211
2020
Q2 		$1.62M Sell
26,852
-1,632
-6% -$91.5K 0.05% 258
2020
Q1 		$1.42M Buy
28,484
+2,812
+11% +$195K 0.04% 245
2019
Q4 		$2.06M Buy
25,672
+19,486
+315% +$1.51M 0.05% 205
2019
Q3 		$464K Sell
6,186
-1,056
-15% -$77.6K 0.02% 335
2019
Q2 		$538K Buy
7,242
+3,588
+98% +$266K 0.02% 282
2019
Q1 		$270K Sell
3,654
-540
-13% -$39.9K 0.01% 384
2018
Q4 		$275K Buy
+4,194
New +$311K 0.05% 312

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Advisory Services's IJS Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 53% in Q2 2025, buying an estimated $4.84M and bringing the position to 148,729 shares worth $14.8M. The position accounts for 0.08% of the portfolio, ranked #191.

Avantax Advisory Services first reported a position in IJS in Q4 2018 and has held it in 27 quarters since. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • Avantax Advisory Services held 148,729 shares of iShares S&P Small-Cap 600 Value ETF worth $14.8M as of Q2 2025.
  • Avantax Advisory Services bought 51,300 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $4.84M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #191 holding.
  • Avantax Advisory Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 27 quarters since.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.