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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
2024
Q2 		– Sell
-2,008
Closed -$206K – 197
2024
Q1 		$206K Buy
+2,008
New +$199K 0.03% 133

Other funds holding IJS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $8.34B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
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.