ORG Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

ORG Partners’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	$205K	Sell	1,797 -23	-1%	-$2.58K	0.04%	331
2025 Q3	$201K	Buy	1,820 +23	+1%	+$2.44K	0.04%	345
2025 Q2	$184K	Buy	1,797 +106	+6%	+$10K	0.04%	335
2025 Q1	$165K	Sell	1,691 -47	-3%	-$4.96K	0.04%	304
2024 Q4	$189K	Sell	1,738 -21	-1%	-$2.33K	0.03%	325
2024 Q3	$190K	Sell	1,759 -15	-0.8%	-$1.56K	0.03%	293
2024 Q2	$171K	Buy	+1,774	New	+$174K	0.02%	464
2024 Q1	–	Sell	-1,614	Closed	-$166K	–	780
2023 Q4	$166K	Buy	1,614 +560	+53%	+$51K	0.03%	318
2023 Q3	$94K	Sell	1,054 -309	-23%	-$29.4K	0.03%	412
2023 Q2	$130K	Buy	+1,363	New	+$125K	0.02%	458

Other funds holding IJS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

ORG Partners's IJS Position: Q4 2025 in Review

ORG Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.3% in Q4 2025, selling an estimated $2.58K and leaving 1,797 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #331.

ORG Partners first reported a position in IJS in Q2 2023 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

ORG Partners held 1,797 shares of iShares S&P Small-Cap 600 Value ETF worth $205K as of Q4 2025.
ORG Partners sold 23 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $2.58K.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of ORG Partners's portfolio in Q4 2025, its #331 holding.
ORG Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2023 and has held it in 10 quarters since.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.