CAWM
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Capital A Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Capital A 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
Q2 		– Sell
-18
Closed -$1.75K – 631
2025
Q1 		$1.75K Buy
+18
New +$1.9K ﹤0.01% 482

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 $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 $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital A Wealth Management's IJS Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 18 shares — an estimated $1.75K sold.

Capital A Wealth Management first reported a position in IJS in Q1 2025 and held it in 1 quarter. The position peaked at $1.75K in Q1 2025. 783 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 18 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $1.75K.
  • Capital A Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.75K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.