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

Iron Horse 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 Q2	$234	Hold	2	–	–	﹤0.01%	563
2025 Q1	$228	Hold	2	–	–	﹤0.01%	576
2024 Q4	$255	Hold	2	–	–	﹤0.01%	480
2024 Q3	$251	Hold	2	–	–	﹤0.01%	479
2024 Q2	$226	Hold	2	–	–	﹤0.01%	461
2024 Q1	$237	Hold	2	–	–	﹤0.01%	445
2023 Q4	$237	Hold	2	–	–	﹤0.01%	475
2023 Q3	$204	Hold	2	–	–	﹤0.01%	487
2023 Q2	$217	Hold	2	–	–	﹤0.01%	300
2023 Q1	$213	Hold	2	–	–	﹤0.01%	333
2022 Q4	$0	Buy	+2	New	+$184	﹤0.01%	256
2022 Q2	–	Sell	-1	Closed	–	–	282
2022 Q1	$0	Hold	1	–	–	﹤0.01%	238
2021 Q4	$0	Hold	1	–	–	﹤0.01%	227
2021 Q3	$0	Hold	1	–	–	﹤0.01%	216
2021 Q2	$0	Hold	1	–	–	﹤0.01%	196
2021 Q1	$0	Hold	1	–	–	﹤0.01%	188
2020 Q4	$0	Buy	+1	New	+$73	﹤0.01%	176

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

Iron Horse Wealth Management's IJS Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2025 at 2 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Iron Horse Wealth Management first reported a position in IJS in Q4 2020 and has held it in 17 quarters since. The position peaked at $255 in Q4 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Iron Horse Wealth Management held 2 shares of iShares S&P Small-Cap 600 Value ETF worth $234 as of Q2 2025.
Iron Horse Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2025.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #563 holding.
Iron Horse Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 17 quarters since.
Iron Horse Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $255 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 Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.