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

Inspirion 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 Q4	–	Sell	-2,526	Closed	-$272K	–	176
2025 Q3	$272K	Hold	2,526	–	–	0.04%	125
2025 Q2	$251K	Hold	2,526	–	–	0.03%	137
2025 Q1	$246K	Hold	2,526	–	–	0.03%	135
2024 Q4	$273K	Hold	2,526	–	–	0.04%	124
2024 Q3	$272K	Hold	2,526	–	–	0.04%	126
2024 Q2	$246K	Hold	2,526	–	–	0.04%	132
2024 Q1	$260K	Hold	2,526	–	–	0.04%	124
2023 Q4	$260K	Hold	2,526	–	–	0.05%	120
2023 Q3	$225K	Hold	2,526	–	–	0.04%	129
2023 Q2	$240K	Buy	2,526 +1	+0%	+$91	0.05%	126
2023 Q1	$236K	Hold	2,525	–	–	0.05%	123
2022 Q4	$231K	Sell	2,525 -20	-0.8%	-$1.84K	0.05%	114
2022 Q3	$210K	Sell	2,545 -1,670	-40%	-$155K	0.05%	112
2022 Q2	$375K	Buy	+4,215	New	+$404K	0.08%	87

Other funds holding IJS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Inspirion Wealth Advisors's IJS Position: Q4 2025 in Review

Inspirion Wealth Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 2,526 shares — an estimated $272K sold.

Inspirion Wealth Advisors first reported a position in IJS in Q2 2022 and held it in 14 quarters. The position peaked at $375K in Q2 2022. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Inspirion Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
Inspirion Wealth Advisors sold 2,526 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $272K.
Inspirion Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 14 quarters.
Inspirion Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $375K in Q2 2022.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.