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

Bellwether Advisors’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	-615	Closed	-$66.8K	–	521
2024 Q4	$66.8K	Buy	+615	New	+$68.2K	0.01%	207
2023 Q2	–	Sell	-655	Closed	-$61.4K	–	262
2023 Q1	$61.4K	Sell	655 -363	-36%	-$35.5K	0.02%	177
2022 Q4	$93K	Buy	1,018 +413	+68%	+$38K	0.03%	160
2022 Q3	$49K	Sell	605 -116	-16%	-$10.7K	0.02%	163
2022 Q2	$64K	Buy	721 +8	+1%	+$767	0.02%	149
2022 Q1	$73K	Buy	713 +44	+7%	+$4.49K	0.02%	171
2021 Q4	$69K	Hold	669	–	–	0.02%	177
2021 Q3	$68K	Sell	669 -36	-5%	-$3.63K	0.02%	189
2021 Q2	$74K	Buy	705 +79	+13%	+$8.26K	0.03%	164
2021 Q1	$63K	Buy	626 +127	+25%	+$12K	0.02%	158
2020 Q4	$40K	Buy	+499	New	+$36.3K	0.02%	172

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

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

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

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

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

PCIA

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

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

MWM

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

Bellwether Advisors's IJS Position: Q1 2025 in Review

Bellwether Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 615 shares — an estimated $66.8K sold.

Bellwether Advisors first reported a position in IJS in Q4 2020 and held it in 11 quarters. The position peaked at $93K in Q4 2022. 802 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

Bellwether Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
Bellwether Advisors sold 615 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $66.8K.
Bellwether Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 11 quarters.
Bellwether Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $93K in Q4 2022.
802 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Bellwether Advisors's 13F filing for Q1 2025, filed 7 May 2025.