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Belpointe Asset Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-15,865
Closed -$1.55M – 985
2025
Q1 		$1.55M Buy
+15,865
New +$1.67M 0.08% 234
2024
Q1 		– Sell
-8,535
Closed -$880K – 811
2023
Q4 		$880K Buy
8,535
+2,471
+41% +$225K 0.08% 238
2023
Q3 		$541K Sell
6,064
-910
-13% -$86.7K 0.06% 311
2023
Q2 		$663K Sell
6,974
-4,774
-41% -$436K 0.07% 254
2023
Q1 		$1.1M Sell
11,748
-1,885
-14% -$184K 0.06% 307
2022
Q4 		$1.24M Buy
13,633
+4,495
+49% +$414K 0.08% 268
2022
Q3 		$754K Sell
9,138
-5,657
-38% -$523K 0.05% 370
2022
Q2 		$1.32M Buy
14,795
+5,926
+67% +$568K 0.09% 234
2022
Q1 		$908K Buy
8,869
+5
+0.1% +$510 0.06% 369
2021
Q4 		$925K Sell
8,864
-198
-2% -$20.8K 0.06% 335
2021
Q3 		$913K Sell
9,062
-8,585
-49% -$867K 0.06% 334
2021
Q2 		$1.86M Sell
17,647
-1,155
-6% -$121K 0.13% 163
2021
Q1 		$1.89M Buy
18,802
+12,634
+205% +$1.2M 0.16% 138
2020
Q4 		$502K Buy
+6,168
New +$448K 0.05% 402
2020
Q1 		– Sell
-1,716
Closed -$138K – 701
2019
Q4 		$138K Buy
1,716
+246
+17% +$19.1K 0.02% 662
2019
Q3 		$110K Sell
1,470
-1,158
-44% -$85.1K 0.02% 646
2019
Q2 		$195K Buy
+2,628
New +$195K 0.04% 418
2019
Q1 		– Sell
-2,444
Closed -$161K – 493
2018
Q4 		$161K Sell
2,444
-116
-5% -$8.61K 0.04% 378
2018
Q3 		$214K Buy
+2,560
New +$216K 0.03% 434
2018
Q1 		– Sell
-2,708
Closed -$208K – 408
2017
Q4 		$208K Buy
+2,708
New +$204K 0.05% 416

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

Belpointe Asset Management's IJS Position: Q2 2025 in Review

Belpointe Asset Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 15,865 shares — an estimated $1.55M sold.

Belpointe Asset Management first reported a position in IJS in Q4 2017 and held it in 20 quarters. The position peaked at $1.89M in Q1 2021. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • Belpointe Asset Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 15,865 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $1.55M.
  • Belpointe Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 20 quarters.
  • Belpointe Asset Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.89M in Q1 2021.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.