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

Kestra Investment 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
Q1 		– Sell
-1,046
Closed -$114K – 1176
2024
Q4 		$114K Buy
+1,046
New +$116K ﹤0.01% 419

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Kestra Investment Management's IJS Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 1,046 shares — an estimated $114K sold.

Kestra Investment Management first reported a position in IJS in Q4 2024 and held it in 1 quarter. The position peaked at $114K in Q4 2024. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,046 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $114K.
  • Kestra Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $114K in Q4 2024.
  • 800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.