MCCA
IJS icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return