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Michelson Medical Research Foundation’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Michelson Medical Research Foundation’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
-129,990
Closed -$12.7M – 23
2025
Q1 		$12.7M Buy
+129,990
New +$13.7M 10.6% 2

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Michelson Medical Research Foundation's IJS Position: Q2 2025 in Review

Michelson Medical Research Foundation sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 129,990 shares — an estimated $12.7M sold.

Michelson Medical Research Foundation first reported a position in IJS in Q1 2025 and held it in 1 quarter. The position peaked at $12.7M in Q1 2025. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • Michelson Medical Research Foundation reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Michelson Medical Research Foundation sold 129,990 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $12.7M.
  • Michelson Medical Research Foundation first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and held it in 1 quarter.
  • Michelson Medical Research Foundation's iShares S&P Small-Cap 600 Value ETF position peaked at $12.7M in Q1 2025.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2025, filed 14 Aug 2025.