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

Lindbrook Capital’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	$38.4K	Hold	394	–	–	﹤0.01%	1109
2024 Q4	$42.8K	Hold	394	–	–	﹤0.01%	883
2024 Q3	$42.4K	Hold	394	–	–	﹤0.01%	903
2024 Q2	$38.3K	Hold	394	–	–	﹤0.01%	908
2024 Q1	$40.5K	Sell	394 -498	-56%	-$49.4K	﹤0.01%	864
2023 Q4	$91.9K	Hold	892	–	–	0.01%	547
2023 Q3	$79.6K	Hold	892	–	–	0.01%	526
2023 Q2	$84.8K	Sell	892 -750	-46%	-$68.6K	0.01%	536
2023 Q1	$154K	Hold	1,642	–	–	0.02%	371
2022 Q4	$150K	Hold	1,642	–	–	0.02%	395
2022 Q3	$135K	Hold	1,642	–	–	0.02%	367
2022 Q2	$146K	Hold	1,642	–	–	0.02%	359
2022 Q1	$168K	Buy	+1,642	New	+$167K	0.03%	329

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 $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Lindbrook Capital's IJS Position: Q1 2025 in Review

Lindbrook Capital held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2025 at 394 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Lindbrook Capital first reported a position in IJS in Q1 2022 and has held it in 13 quarters since. The position peaked at $168K in Q1 2022. 801 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

Lindbrook Capital held 394 shares of iShares S&P Small-Cap 600 Value ETF worth $38.4K as of Q1 2025.
Lindbrook Capital left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2025.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1109 holding.
Lindbrook Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 13 quarters since.
Lindbrook Capital's iShares S&P Small-Cap 600 Value ETF position peaked at $168K in Q1 2022.
801 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.