Empowered Funds’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Empowered Funds’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	-69,768	Closed	-$7.72M	–	1435
2025 Q3	$7.72M	Buy	69,768 +8,374	+14%	+$889K	0.08%	330
2025 Q2	$6.11M	Buy	+61,394	New	+$5.8M	0.07%	381

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

Empowered Funds's IJS Position: Q4 2025 in Review

Empowered Funds sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 69,768 shares — an estimated $7.72M sold.

Empowered Funds first reported a position in IJS in Q2 2025 and held it in 2 quarters. The position peaked at $7.72M in Q3 2025. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Empowered Funds reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
Empowered Funds sold 69,768 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $7.72M.
Empowered Funds first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and held it in 2 quarters.
Empowered Funds's iShares S&P Small-Cap 600 Value ETF position peaked at $7.72M in Q3 2025.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.