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

Foundry 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 Q1	–	Sell	-2,526	Closed	-$274K	–	61
2024 Q4	$274K	Sell	2,526 -31,397	-93%	-$3.48M	0.17%	48
2024 Q3	$3.65M	Sell	33,923 -1,277	-4%	-$133K	2.28%	19
2024 Q2	$3.42M	Sell	35,200 -17,216	-33%	-$1.69M	2.36%	17
2024 Q1	$5.39M	Buy	52,416 +5,611	+12%	+$557K	3.84%	13
2023 Q4	$4.82M	Buy	+46,805	New	+$4.27M	4.09%	10

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Foundry Financial Group's IJS Position: Q1 2025 in Review

Foundry Financial Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 2,526 shares — an estimated $274K sold.

Foundry Financial Group first reported a position in IJS in Q4 2023 and held it in 5 quarters. The position peaked at $5.39M in Q1 2024. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

Foundry Financial Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
Foundry Financial Group sold 2,526 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $274K.
Foundry Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 5 quarters.
Foundry Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $5.39M in Q1 2024.
800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Foundry Financial Group's 13F filing for Q1 2025, filed 5 May 2025.