FSA Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

FSA Wealth 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	$15.9K	Hold	144	–	–	0.01%	266
2025 Q2	$14.3K	Hold	144	–	–	0.01%	259
2025 Q1	$14K	Sell	144 -37	-20%	-$3.9K	0.01%	249
2024 Q4	$19.7K	Hold	181	–	–	0.01%	237
2024 Q3	$19.5K	Buy	+181	New	+$18.8K	0.01%	243
2024 Q1	$18.6K	Hold	181	–	–	0.01%	258
2023 Q4	$19K	Buy	+181	New	+$16.5K	0.01%	240
2021 Q1	–	Sell	-198	Closed	-$16K	–	138
2020 Q4	$16K	Buy	+198	New	+$14.4K	0.01%	226

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSA Wealth Management's IJS Position: Q3 2025 in Review

FSA Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2025 at 144 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #266.

FSA Wealth Management first reported a position in IJS in Q4 2020 and has held it in 8 quarters since. The position peaked at $19.7K in Q4 2024. 794 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

FSA Wealth Management held 144 shares of iShares S&P Small-Cap 600 Value ETF worth $15.9K as of Q3 2025.
FSA Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2025.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #266 holding.
FSA Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 8 quarters since.
FSA Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $19.7K in Q4 2024.
794 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.