HWM
IJS icon

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

Hemington 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 		$107K Hold
969
– – 0.01% 228
2025
Q2 		$96K Buy
969
+3
+0.3% +$283 0.01% 228
2025
Q1 		$94K Buy
966
+2
+0.2% +$211 0.01% 216
2024
Q4 		$104K Buy
964
+3
+0.3% +$333 0.03% 187
2024
Q3 		$101K Buy
+961
New +$99.8K 0.03% 185

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Hemington Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2025 at 969 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #228.

Hemington Wealth Management first reported a position in IJS in Q3 2024 and has held it in 5 quarters since. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

  • Hemington Wealth Management held 969 shares of iShares S&P Small-Cap 600 Value ETF worth $107K as of Q3 2025.
  • Hemington 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 Hemington Wealth Management's portfolio in Q3 2025, its #228 holding.
  • Hemington Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.