FA
IJS icon

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

Fiducient Advisors’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
Q3 		– Sell
-3,239
Closed -$322K – 162
2025
Q2 		$322K Sell
3,239
-41
-1% -$3.87K 0.04% 120
2025
Q1 		$320K Buy
3,280
+225
+7% +$23.7K 0.04% 121
2024
Q4 		$332K Sell
3,055
-1,143
-27% -$127K 0.04% 117
2024
Q3 		$452K Buy
4,198
+5
+0.1% +$519 0.05% 89
2024
Q2 		$408K Buy
4,193
+35
+0.8% +$3.44K 0.06% 97
2024
Q1 		$427K Sell
4,158
-60
-1% -$5.96K 0.08% 89
2023
Q4 		$435K Buy
4,218
+7
+0.2% +$638 0.08% 83
2023
Q3 		$378K Buy
4,211
+733
+21% +$69.8K 0.02% 80
2023
Q2 		$331K Buy
3,478
+650
+23% +$59.4K 0.1% 42
2023
Q1 		$265K Hold
2,828
– – 0.09% 44
2022
Q4 		$258K Sell
2,828
-28
-1% -$2.58K 0.08% 154
2022
Q3 		$235K Hold
2,856
– – 0.11% 53
2022
Q2 		$254K Sell
2,856
-21
-0.7% -$2.01K 0.1% 75
2022
Q1 		$295K Buy
2,877
+5
+0.2% +$510 0.11% 52
2021
Q4 		$300K Sell
2,872
-57
-2% -$5.97K 0.09% 46
2021
Q3 		$295K Hold
2,929
– – 0.09% 74
2021
Q2 		$309K Sell
2,929
-83,017
-97% -$8.68M 0.1% 58
2021
Q1 		$93K Sell
85,946
-116,582
-58% -$11M 0.03% 81
2020
Q4 		$221K Sell
202,528
-106,334
-34% -$7.73M 0.08% 74
2020
Q3 		$166K Buy
+308,862
New +$19.4M 0.09% 21
2020
Q1 		– Sell
-2,720
Closed -$219K – 25
2019
Q4 		$219K Hold
2,720
– – 0.12% 22
2019
Q3 		$204K Hold
2,720
– – 0.12% 20
2019
Q2 		$202K Sell
2,720
-122
-4% -$9.05K 0.12% 19
2019
Q1 		$210K Buy
+2,842
New +$210K 0.1% 21
2018
Q4 		– Sell
-2,842
Closed -$237K – 22
2018
Q3 		$237K Sell
2,842
-24
-0.8% -$2.03K 0.12% 20
2018
Q2 		$234K Sell
2,866
-136
-5% -$10.9K 0.12% 20
2018
Q1 		$226K Buy
+3,002
New +$231K 0.12% 19

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiducient Advisors's IJS Position: Q3 2025 in Review

Fiducient Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 3,239 shares — an estimated $322K sold.

Fiducient Advisors first reported a position in IJS in Q1 2018 and held it in 27 quarters. The position peaked at $452K in Q3 2024. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

  • Fiducient Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Fiducient Advisors sold 3,239 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $322K.
  • Fiducient Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2018 and held it in 27 quarters.
  • Fiducient Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $452K in Q3 2024.
  • 795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Fiducient Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.