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Financial Advocates Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Financial Advocates Investment Management’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
-13,117
Closed -$1.31M – 317
2025
Q2 		$1.31M Sell
13,117
-6,696
-34% -$632K 0.11% 183
2025
Q1 		$1.93M Sell
19,813
-1,099
-5% -$116K 0.14% 172
2024
Q4 		$2.27M Buy
20,912
+2,489
+14% +$276K 0.13% 164
2024
Q3 		$1.98M Buy
18,423
+1,346
+8% +$140K 0.11% 184
2024
Q2 		$1.66M Buy
17,077
+2,536
+17% +$249K 0.1% 192
2024
Q1 		$1.49M Buy
14,541
+2,358
+19% +$234K 0.09% 226
2023
Q4 		$1.26M Sell
12,183
-2,569
-17% -$234K 0.08% 244
2023
Q3 		$1.32M Buy
14,752
+1,733
+13% +$165K 0.09% 224
2023
Q2 		$1.24M Sell
13,019
-6,014
-32% -$550K 0.09% 232
2023
Q1 		$1.71M Sell
19,033
-53,848
-74% -$5.26M 0.12% 194
2022
Q4 		$3.03M Buy
72,881
+59,713
+453% +$5.5M 0.23% 115
2022
Q3 		$1.07M Sell
13,168
-2,764
-17% -$256K 0.09% 238
2022
Q2 		$1.42M Buy
15,932
+4,927
+45% +$472K 0.12% 209
2022
Q1 		$1.13M Buy
11,005
+171
+2% +$17.4K 0.07% 277
2021
Q4 		$1.13M Buy
10,834
+662
+7% +$69.4K 0.07% 300
2021
Q3 		$1.02M Buy
10,172
+230
+2% +$23.2K 0.07% 309
2021
Q2 		$1.05M Sell
9,942
-1,360
-12% -$142K 0.07% 308
2021
Q1 		$1.14M Sell
11,302
-555
-5% -$52.5K 0.08% 286
2020
Q4 		$995K Sell
11,857
-5
-0% -$363 0.07% 306
2020
Q3 		$726K Sell
11,862
-12,044
-50% -$757K 0.06% 308
2020
Q2 		$1.5M Buy
23,906
+4,724
+25% +$265K 0.14% 180
2020
Q1 		$958K Sell
19,182
-1,994
-9% -$138K 0.14% 185
2019
Q4 		$1.7M Sell
21,176
-1,258
-6% -$97.5K 0.18% 139
2019
Q3 		$1.69M Sell
22,434
-2,106
-9% -$155K 0.19% 125
2019
Q2 		$1.82M Buy
24,540
+162
+0.7% +$12K 0.21% 122
2019
Q1 		$1.8M Sell
24,378
-64
-0.3% -$4.73K 0.22% 117
2018
Q4 		$1.61M Buy
24,442
+6,666
+38% +$495K 0.22% 120
2018
Q3 		$1.48M Buy
17,776
+330
+2% +$27.9K 0.17% 137
2018
Q2 		$1.44M Buy
17,446
+1,330
+8% +$106K 0.17% 132
2018
Q1 		$1.22M Buy
16,116
+6,832
+74% +$525K 0.16% 138
2017
Q4 		$713K Buy
+9,284
New +$699K 0.1% 211

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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 $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's IJS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 13,117 shares — an estimated $1.31M sold.

Financial Advocates Investment Management first reported a position in IJS in Q4 2017 and held it in 31 quarters. The position peaked at $3.03M in Q4 2022. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,117 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $1.31M.
  • Financial Advocates Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $3.03M in Q4 2022.
  • 795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.