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

GC Wealth Management RIA’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
-11,631
Closed -$1.13M – 530
2025
Q1 		$1.13M Sell
11,631
-1,827
-14% -$193K 0.21% 97
2024
Q4 		$1.46M Sell
13,458
-957
-7% -$106K 0.26% 82
2024
Q3 		$1.55M Sell
14,415
-1,400
-9% -$145K 0.27% 79
2024
Q2 		$1.54M Sell
15,815
-4,063
-20% -$399K 0.3% 67
2024
Q1 		$2.04M Buy
+19,878
New +$1.97M 0.41% 48

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

GC Wealth Management RIA's IJS Position: Q2 2025 in Review

GC Wealth Management RIA sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 11,631 shares — an estimated $1.13M sold.

GC Wealth Management RIA first reported a position in IJS in Q1 2024 and held it in 5 quarters. The position peaked at $2.04M in Q1 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • GC Wealth Management RIA reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 11,631 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $1.13M.
  • GC Wealth Management RIA first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and held it in 5 quarters.
  • GC Wealth Management RIA's iShares S&P Small-Cap 600 Value ETF position peaked at $2.04M in Q1 2024.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on GC Wealth Management RIA's 13F filing for Q2 2025, filed 17 Jul 2025.