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Means Investment Company’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Means Investment Company’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 		– Sell
-2,610
Closed -$283K – 198
2024
Q4 		$283K Buy
2,610
+9
+0.3% +$998 0.03% 169
2024
Q3 		$280K Buy
2,601
+8
+0.3% +$831 0.03% 171
2024
Q2 		$252K Sell
2,593
-80
-3% -$7.86K 0.03% 171
2024
Q1 		$275K Sell
2,673
-896
-25% -$88.9K 0.04% 167
2023
Q4 		$368K Buy
3,569
+13
+0.4% +$1.19K 0.05% 142
2023
Q3 		$317K Buy
3,556
+161
+5% +$15.3K 0.05% 154
2023
Q2 		$323K Buy
3,395
+7
+0.2% +$640 0.05% 155
2023
Q1 		$317K Sell
3,388
-73
-2% -$7.13K 0.06% 152
2022
Q4 		$316K Buy
3,461
+5
+0.1% +$460 0.06% 149
2022
Q3 		$285K Buy
3,456
+9
+0.3% +$833 0.06% 152
2022
Q2 		$307K Buy
3,447
+4
+0.1% +$384 0.07% 151
2022
Q1 		$352K Buy
3,443
+5
+0.1% +$510 0.06% 141
2021
Q4 		$359K Buy
3,438
+95
+3% +$9.96K 0.06% 144
2021
Q3 		$337K Sell
3,343
-213
-6% -$21.5K 0.07% 139
2021
Q2 		$375K Buy
3,556
+4
+0.1% +$418 0.08% 140
2021
Q1 		$358K Buy
3,552
+5
+0.1% +$473 0.08% 129
2020
Q4 		$331K Sell
3,547
-3,547
-50% -$258K 0.08% 138
2020
Q3 		$235K Buy
7,094
+2,556
+56% +$161K 0.06% 132
2020
Q2 		$303K Buy
4,538
+6
+0.1% +$336 0.09% 109
2020
Q1 		$230K Buy
4,532
+10
+0.2% +$693 0.09% 117
2019
Q4 		$365K Buy
4,522
+10
+0.2% +$775 0.12% 106
2019
Q3 		$355K Sell
4,512
-1,156
-20% -$85K 0.13% 102
2019
Q2 		$418K Sell
5,668
-136
-2% -$10.1K 0.17% 90
2019
Q1 		$428K Buy
5,804
+910
+19% +$67.2K 0.19% 86
2018
Q4 		$323K Buy
+4,894
New +$363K 0.18% 97

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
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

Means Investment Company's IJS Position: Q1 2025 in Review

Means Investment Company sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 2,610 shares — an estimated $283K sold.

Means Investment Company first reported a position in IJS in Q4 2018 and held it in 25 quarters. The position peaked at $428K in Q1 2019. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

  • Means Investment Company reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Means Investment Company sold 2,610 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $283K.
  • Means Investment Company first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and held it in 25 quarters.
  • Means Investment Company's iShares S&P Small-Cap 600 Value ETF position peaked at $428K in Q1 2019.
  • 800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Means Investment Company's 13F filing for Q1 2025, filed 21 Apr 2025.