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

Mascoma 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 Q3	–	Sell	-120	Closed	-$11.9K	–	472
2025 Q2	$11.9K	Hold	120	–	–	﹤0.01%	304
2025 Q1	$11.7K	Hold	120	–	–	﹤0.01%	313
2024 Q4	$13K	Hold	120	–	–	﹤0.01%	319
2024 Q3	$12.9K	Hold	120	–	–	﹤0.01%	306
2024 Q2	$11.7K	Hold	120	–	–	﹤0.01%	320
2024 Q1	$12.3K	Hold	120	–	–	﹤0.01%	296
2023 Q4	$12.4K	Hold	120	–	–	﹤0.01%	304
2023 Q3	$10.7K	Hold	120	–	–	﹤0.01%	322
2023 Q2	$11.9K	Hold	120	–	–	﹤0.01%	307
2023 Q1	$11K	Hold	120	–	–	﹤0.01%	394
2022 Q4	$11K	Hold	120	–	–	﹤0.01%	395
2022 Q3	$10K	Hold	120	–	–	﹤0.01%	399
2022 Q2	$11K	Hold	120	–	–	﹤0.01%	407
2022 Q1	$12K	Hold	120	–	–	﹤0.01%	417
2021 Q4	$13K	Buy	+120	New	+$12.6K	﹤0.01%	370

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mascoma Wealth Management's IJS Position: Q3 2025 in Review

Mascoma Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 120 shares — an estimated $11.9K sold.

Mascoma Wealth Management first reported a position in IJS in Q4 2021 and held it in 15 quarters. The position peaked at $13K in Q4 2024. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

Mascoma Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
Mascoma Wealth Management sold 120 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $11.9K.
Mascoma Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 15 quarters.
Mascoma Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $13K in Q4 2024.
795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.