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 $1.66T 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return