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

Marion 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	–	Sell	-3,449	Closed	-$336K	–	136
2025 Q1	$336K	Hold	3,449	–	–	0.09%	100
2024 Q4	$375K	Hold	3,449	–	–	0.1%	99
2024 Q3	$371K	Buy	3,449 +1,076	+45%	+$112K	0.1%	101
2024 Q2	$231K	Buy	+2,373	New	+$233K	0.07%	115

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

Marion Wealth Management's IJS Position: Q2 2025 in Review

Marion Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 3,449 shares — an estimated $336K sold.

Marion Wealth Management first reported a position in IJS in Q2 2024 and held it in 4 quarters. The position peaked at $375K in Q4 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Marion Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
Marion Wealth Management sold 3,449 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $336K.
Marion Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and held it in 4 quarters.
Marion Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $375K 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 Marion Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.