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

FSC Wealth 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
Q2 		– Sell
-485
Closed -$47.3K – 157
2025
Q1 		$47.3K Buy
485
+326
+205% +$34.4K 0.03% 115
2024
Q4 		$17.3K Buy
159
+143
+894% +$15.8K 0.01% 174
2024
Q3 		$1.72K Buy
16
+1
+7% +$104 ﹤0.01% 258
2024
Q2 		$1.46K Buy
+15
New +$1.47K ﹤0.01% 266
2022
Q1 		– Sell
-2,741
Closed -$286K – 180
2021
Q4 		$286K Buy
+2,741
New +$287K 0.19% 29

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 $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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSC Wealth Advisors's IJS Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 485 shares — an estimated $47.3K sold.

FSC Wealth Advisors first reported a position in IJS in Q4 2021 and held it in 5 quarters. The position peaked at $286K in Q4 2021. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • FSC Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 485 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $47.3K.
  • FSC Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 5 quarters.
  • FSC Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $286K in Q4 2021.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.