Investment Research & Advisory Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Investment Research & Advisory Group’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	-1,294	Closed	-$126K	–	261
2025 Q1	$126K	Hold	1,294	–	–	0.05%	81
2024 Q4	$141K	Hold	1,294	–	–	0.06%	79
2024 Q3	$139K	Hold	1,294	–	–	0.06%	75
2024 Q2	$126K	Hold	1,294	–	–	0.06%	74
2024 Q1	$133K	Hold	1,294	–	–	0.06%	70
2023 Q4	$133K	Hold	1,294	–	–	0.07%	73
2023 Q3	$115K	Hold	1,294	–	–	0.07%	75
2023 Q2	$123K	Hold	1,294	–	–	0.07%	74
2023 Q1	$121K	Hold	1,294	–	–	0.08%	72
2022 Q4	$118K	Hold	1,294	–	–	0.08%	73
2022 Q3	$107K	Hold	1,294	–	–	0.08%	72
2022 Q2	$115K	Hold	1,294	–	–	0.08%	72
2022 Q1	$132K	Hold	1,294	–	–	0.08%	71
2021 Q4	$135K	Hold	1,294	–	–	0.08%	72
2021 Q3	$131K	Hold	1,294	–	–	0.09%	69
2021 Q2	$136K	Hold	1,294	–	–	0.09%	74
2021 Q1	$130K	Hold	1,294	–	–	0.1%	67
2020 Q4	$105K	Hold	1,294	–	–	0.08%	72
2020 Q3	$79K	Hold	1,294	–	–	0.07%	85
2020 Q2	$78K	Hold	1,294	–	–	0.07%	78
2020 Q1	$65K	Hold	1,294	–	–	0.06%	82
2019 Q4	$104K	Buy	+1,294	New	+$100K	0.1%	68

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Investment Research & Advisory Group's IJS Position: Q2 2025 in Review

Investment Research & Advisory Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 1,294 shares — an estimated $126K sold.

Investment Research & Advisory Group first reported a position in IJS in Q4 2019 and held it in 22 quarters. The position peaked at $141K in Q4 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Investment Research & Advisory Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
Investment Research & Advisory Group sold 1,294 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $126K.
Investment Research & Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 22 quarters.
Investment Research & Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $141K in Q4 2024.
782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Investment Research & Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.