Mill Creek Capital Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mill Creek Capital Advisors’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 Q4	–	Sell	-3,530	Closed	-$390K	–	267
2025 Q3	$390K	Hold	3,530	–	–	0.01%	188
2025 Q2	$351K	Hold	3,530	–	–	0.01%	196
2025 Q1	$344K	Hold	3,530	–	–	0.01%	195
2024 Q4	$383K	Sell	3,530 -316	-8%	-$35K	0.01%	188
2024 Q3	$414K	Sell	3,846 -784	-17%	-$81.4K	0.01%	176
2024 Q2	$450K	Hold	4,630	–	–	0.01%	171
2024 Q1	$476K	Hold	4,630	–	–	0.01%	158
2023 Q4	$477K	Sell	4,630 -3,000	-39%	-$273K	0.01%	156
2023 Q3	$681K	Hold	7,630	–	–	0.02%	118
2023 Q2	$726K	Hold	7,630	–	–	0.02%	123
2023 Q1	$714K	Hold	7,630	–	–	0.03%	126
2022 Q4	$697K	Buy	+7,630	New	+$703K	0.03%	120

Other funds holding IJS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mill Creek Capital Advisors's IJS Position: Q4 2025 in Review

Mill Creek Capital Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 3,530 shares — an estimated $390K sold.

Mill Creek Capital Advisors first reported a position in IJS in Q4 2022 and held it in 12 quarters. The position peaked at $726K in Q2 2023. 839 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Mill Creek Capital Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
Mill Creek Capital Advisors sold 3,530 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $390K.
Mill Creek Capital Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 12 quarters.
Mill Creek Capital Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $726K in Q2 2023.
839 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Mill Creek Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.