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

Code Waechter’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	-52,622	Closed	-$5.13M	–	122
2025 Q1	$5.13M	Buy	52,622 +3,397	+7%	+$358K	4.22%	6
2024 Q4	$5.35M	Buy	49,225 +7	+0%	+$776	4.67%	6
2024 Q3	$5.3M	Buy	+49,218	New	+$5.11M	5.05%	5

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Code Waechter's IJS Position: Q2 2025 in Review

Code Waechter sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 52,622 shares — an estimated $5.13M sold.

Code Waechter first reported a position in IJS in Q3 2024 and held it in 3 quarters. The position peaked at $5.35M in Q4 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Code Waechter reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
Code Waechter sold 52,622 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $5.13M.
Code Waechter first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and held it in 3 quarters.
Code Waechter's iShares S&P Small-Cap 600 Value ETF position peaked at $5.35M 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 Code Waechter's 13F filing for Q2 2025, filed 5 Aug 2025.