Lane & Associates’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Lane & Associates’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	$400K	Buy	4,100 +13	+0.3%	+$1.37K	0.22%	77
2024 Q4	$452K	Buy	4,087 +17	+0.4%	+$1.88K	0.23%	71
2024 Q3	$438K	Sell	4,070 -38	-0.9%	-$3.95K	0.24%	73
2024 Q2	$400K	Buy	4,108 +18	+0.4%	+$1.77K	0.24%	74
2024 Q1	$420K	Buy	4,090 +12	+0.3%	+$1.19K	0.26%	69
2023 Q4	$420K	Buy	4,078 +606	+17%	+$55.2K	0.31%	66
2023 Q3	$310K	Hold	3,472	–	–	0.25%	79
2023 Q2	$330K	Buy	3,472 +98	+3%	+$8.96K	0.26%	71
2023 Q1	$316K	Buy	3,374 +808	+31%	+$78.9K	0.28%	68
2022 Q4	$234K	Buy	+2,566	New	+$236K	0.22%	82

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Lane & Associates's IJS Position: Q1 2025 in Review

Lane & Associates increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.32% in Q1 2025, buying an estimated $1.37K and bringing the position to 4,100 shares worth $400K. The position accounts for 0.22% of the portfolio, ranked #77.

Lane & Associates first reported a position in IJS in Q4 2022 and has held it in 10 quarters since. The position peaked at $452K in Q4 2024. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

Lane & Associates held 4,100 shares of iShares S&P Small-Cap 600 Value ETF worth $400K as of Q1 2025.
Lane & Associates bought 13 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $1.37K.
iShares S&P Small-Cap 600 Value ETF made up 0.22% of Lane & Associates's portfolio in Q1 2025, its #77 holding.
Lane & Associates first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's iShares S&P Small-Cap 600 Value ETF position peaked at $452K 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 Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.