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My Personal CFO LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

My Personal CFO LLC’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
-2,164
Closed -$239K – 129
2025
Q3 		$239K Buy
+2,164
New +$230K 0.09% 86

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 $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

My Personal CFO LLC's IJS Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 2,164 shares — an estimated $239K sold.

My Personal CFO LLC first reported a position in IJS in Q3 2025 and held it in 1 quarter. The position peaked at $239K in Q3 2025. 838 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 2,164 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $239K.
  • My Personal CFO LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $239K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.