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

Milestone Asset 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
Q1 		– Sell
-8,294
Closed -$901K – 226
2024
Q4 		$901K Sell
8,294
-776
-9% -$86K 0.2% 113
2024
Q3 		$976K Buy
9,070
+5,847
+181% +$607K 0.22% 93
2024
Q2 		$314K Sell
3,223
-20,258
-86% -$1.99M 0.08% 163
2024
Q1 		$2.41M Buy
+23,481
New +$2.33M 0.69% 37

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

Milestone Asset Management's IJS Position: Q1 2025 in Review

Milestone Asset Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 8,294 shares — an estimated $901K sold.

Milestone Asset Management first reported a position in IJS in Q1 2024 and held it in 4 quarters. The position peaked at $2.41M in Q1 2024. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

  • Milestone Asset Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Milestone Asset Management sold 8,294 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $901K.
  • Milestone Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and held it in 4 quarters.
  • Milestone Asset Management's iShares S&P Small-Cap 600 Value ETF position peaked at $2.41M in Q1 2024.
  • 800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Milestone Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.