CM
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Columbus Macro’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Columbus Macro’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
Q3 		– Sell
-2,238
Closed -$223K – 215
2025
Q2 		$223K Buy
+2,238
New +$211K 0.03% 204
2025
Q1 		– Sell
-1,985
Closed -$216K – 208
2024
Q4 		$216K Buy
1,985
+15
+0.8% +$1.66K 0.03% 200
2024
Q3 		$212K Buy
+1,970
New +$205K 0.08% 174
2024
Q2 		– Sell
-1,985
Closed -$204K – 181
2024
Q1 		$204K Buy
1,985
+39
+2% +$3.87K 0.08% 175
2023
Q4 		$200K Buy
+1,946
New +$177K 0.08% 175
2021
Q4 		– Sell
-17,213
Closed -$1.73M – 169
2021
Q3 		$1.73M Buy
+17,213
New +$1.74M 0.57% 49
2021
Q2 		– Sell
-7,948
Closed -$801K – 172
2021
Q1 		$801K Buy
+7,948
New +$752K 0.25% 105

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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return