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

Curated Wealth Partners’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 Q4	–	Sell	-2,819	Closed	-$312K	–	215
2025 Q3	$312K	Hold	2,819	–	–	0.04%	124
2025 Q2	$280K	Hold	2,819	–	–	0.03%	132
2025 Q1	$275K	Sell	2,819 -482	-15%	-$50.9K	0.04%	127
2024 Q4	$359K	Buy	3,301 +1,293	+64%	+$143K	0.04%	107
2024 Q3	$216K	Buy	+2,008	New	+$209K	0.03%	126
2024 Q1	–	Sell	-2,008	Closed	-$199K	–	201
2023 Q4	$207K	Sell	2,008 -2,100	-51%	-$191K	0.03%	137
2023 Q3	$367K	Hold	4,108	–	–	0.07%	92
2023 Q2	$391K	Hold	4,108	–	–	0.08%	84
2023 Q1	$384K	Hold	4,108	–	–	0.09%	81
2022 Q4	$375K	Hold	4,108	–	–	0.09%	82
2022 Q3	$339K	Hold	4,108	–	–	0.1%	83
2022 Q2	$366K	Hold	4,108	–	–	0.11%	85
2022 Q1	$429K	Hold	4,108	–	–	0.15%	84
2021 Q4	$429K	Hold	4,108	–	–	0.14%	87
2021 Q3	$413K	Hold	4,108	–	–	0.23%	91
2021 Q2	$433K	Buy	+4,108	New	+$429K	0.24%	81

Other funds holding IJS

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Curated Wealth Partners's IJS Position: Q4 2025 in Review

Curated Wealth Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 2,819 shares — an estimated $312K sold.

Curated Wealth Partners first reported a position in IJS in Q2 2021 and held it in 16 quarters. The position peaked at $433K in Q2 2021. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Curated Wealth Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
Curated Wealth Partners sold 2,819 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $312K.
Curated Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 16 quarters.
Curated Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $433K in Q2 2021.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Curated Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.