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Carolinas Wealth Consulting’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Carolinas Wealth Consulting’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
-3,132
Closed -$305K – 451
2025
Q1 		$305K Hold
3,132
– – 0.07% 139
2024
Q4 		$340K Buy
3,132
+210
+7% +$23.3K 0.07% 140
2024
Q3 		$315K Hold
2,922
– – 0.06% 145
2024
Q2 		$284K Hold
2,922
– – 0.05% 147
2024
Q1 		$300K Buy
2,922
+2,502
+596% +$248K 0.06% 136
2023
Q4 		$43.2K Buy
420
+1
+0.2% +$91 0.01% 357
2023
Q3 		$35K Buy
419
+1
+0.2% +$95 0.01% 356
2023
Q2 		$39.7K Sell
418
-16
-4% -$1.46K 0.01% 384
2023
Q1 		$40.6K Buy
434
+1
+0.2% +$98 0.01% 392
2022
Q4 		$39.5K Buy
433
+1
+0.2% +$92 0.01% 385
2022
Q3 		$36K Buy
432
+1
+0.2% +$93 0.01% 372
2022
Q2 		$38K Buy
431
+1
+0.2% +$96 0.01% 366
2022
Q1 		$44K Buy
430
+1
+0.2% +$102 0.01% 371
2021
Q4 		$45K Hold
429
– – 0.01% 380
2021
Q3 		$43K Sell
429
-43
-9% -$4.34K 0.01% 366
2021
Q2 		$50K Buy
472
+232
+97% +$24.3K 0.01% 366
2021
Q1 		$24K Hold
240
– – 0.01% 479
2020
Q4 		$20K Sell
240
-418
-64% -$30.4K 0.01% 477
2020
Q3 		$40K Hold
658
– – 0.01% 308
2020
Q2 		$40K Hold
658
– – 0.02% 223
2020
Q1 		$33K Sell
658
-1,926
-75% -$134K 0.02% 134
2019
Q4 		$207K Buy
+2,584
New +$200K 0.22% 59

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 $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

Carolinas Wealth Consulting's IJS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 3,132 shares — an estimated $305K sold.

Carolinas Wealth Consulting first reported a position in IJS in Q4 2019 and held it in 22 quarters. The position peaked at $340K in Q4 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,132 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $305K.
  • Carolinas Wealth Consulting first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares S&P Small-Cap 600 Value ETF position peaked at $340K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.