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

Congress 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	$4.88M	Buy	49,061 +43,001	+710%	+$4.06M	0.05%	389
2025 Q1	$593K	Buy	6,060 +850	+16%	+$89.7K	0.01%	765
2024 Q4	$566K	Buy	5,210 +3,192	+158%	+$354K	0.01%	615
2024 Q3	$217K	Buy	+2,018	New	+$210K	﹤0.01%	803
2024 Q1	–	Sell	-2,132	Closed	-$220K	–	609
2023 Q4	$220K	Buy	+2,132	New	+$194K	﹤0.01%	581

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Congress Wealth Management's IJS Position: Q2 2025 in Review

Congress Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 710% in Q2 2025, buying an estimated $4.06M and bringing the position to 49,061 shares worth $4.88M. The position accounts for 0.05% of the portfolio, ranked #389.

Congress Wealth Management first reported a position in IJS in Q4 2023 and has held it in 5 quarters since. 783 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Congress Wealth Management held 49,061 shares of iShares S&P Small-Cap 600 Value ETF worth $4.88M as of Q2 2025.
Congress Wealth Management bought 43,001 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $4.06M.
iShares S&P Small-Cap 600 Value ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #389 holding.
Congress Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 5 quarters since.
783 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.