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

Kovitz Investment Group Partners’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	-142,815	Closed	-$15.8M	–	858
2025 Q3	$15.8M	Buy	142,815 +6,271	+5%	+$666K	0.06%	247
2025 Q2	$13.6M	Sell	136,544 -62,040	-31%	-$5.86M	0.06%	254
2025 Q1	$19.4M	Sell	198,584 -56	-0%	-$5.91K	0.1%	176
2024 Q4	$21.6M	Buy	198,640 +1,763	+0.9%	+$195K	0.11%	166
2024 Q3	$15.6M	Buy	196,877 +141,192	+254%	+$14.7M	0.11%	166
2024 Q2	$5.42M	Buy	55,685 +52,577	+1,692%	+$5.17M	0.05%	273
2024 Q1	$319K	Buy	3,108 +550	+22%	+$54.6K	﹤0.01%	575
2023 Q4	$264K	Buy	+2,558	New	+$233K	﹤0.01%	374
2023 Q3	–	Sell	-4,250	Closed	-$404K	–	402
2023 Q2	$404K	Buy	4,250 +15	+0.4%	+$1.37K	0.01%	356
2023 Q1	$396K	Buy	+4,235	New	+$414K	0.01%	356

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

Kovitz Investment Group Partners's IJS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 142,815 shares — an estimated $15.8M sold.

Kovitz Investment Group Partners first reported a position in IJS in Q1 2023 and held it in 10 quarters. The position peaked at $21.6M in Q4 2024. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 142,815 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $15.8M.
Kovitz Investment Group Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and held it in 10 quarters.
Kovitz Investment Group Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $21.6M in Q4 2024.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.