Ehrlich Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Ehrlich Financial Group’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	-11,781	Closed	-$1.3M	–	114
2025 Q3	$1.3M	Sell	11,781 -1,127	-9%	-$120K	0.77%	37
2025 Q2	$1.28M	Buy	12,908 +948	+8%	+$89.5K	0.83%	36
2025 Q1	$1.17M	Buy	11,960 +830	+7%	+$87.6K	0.85%	38
2024 Q4	$1.21M	Sell	11,130 -133	-1%	-$14.7K	0.86%	29
2024 Q3	$1.21M	Buy	+11,263	New	+$1.17M	0.86%	29
2024 Q2	–	Sell	-21,279	Closed	-$2.19M	–	105
2024 Q1	$2.19M	Buy	21,279 +14,819	+229%	+$1.47M	1.84%	17
2023 Q4	$666K	Buy	+6,460	New	+$589K	0.67%	38

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

Ehrlich Financial Group's IJS Position: Q4 2025 in Review

Ehrlich Financial Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 11,781 shares — an estimated $1.3M sold.

Ehrlich Financial Group first reported a position in IJS in Q4 2023 and held it in 7 quarters. The position peaked at $2.19M in Q1 2024. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Ehrlich Financial Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
Ehrlich Financial Group sold 11,781 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $1.3M.
Ehrlich Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 7 quarters.
Ehrlich Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $2.19M in Q1 2024.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Ehrlich Financial Group's 13F filing for Q4 2025, filed 6 Jan 2026.