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

PBMares Wealth 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
Q3 		$1.12M Buy
10,130
+11
+0.1% +$1.17K 0.18% 63
2025
Q2 		$1.01M Buy
10,119
+150
+2% +$14.2K 0.18% 67
2025
Q1 		$972K Sell
9,969
-105
-1% -$11.1K 0.19% 66
2024
Q4 		$1.09M Sell
10,074
-4
-0% -$443 0.22% 64
2024
Q3 		$1.09M Sell
10,078
-269
-3% -$27.9K 0.23% 64
2024
Q2 		$1.01M Sell
10,347
-509
-5% -$50K 0.25% 65
2024
Q1 		$1.12M Sell
10,856
-33
-0.3% -$3.27K 0.29% 57
2023
Q4 		$1.12M Sell
10,889
-117
-1% -$10.7K 0.34% 50
2023
Q3 		$982K Buy
11,006
+33
+0.3% +$3.14K 0.35% 51
2023
Q2 		$1.04M Sell
10,973
-31
-0.3% -$2.83K 0.37% 48
2023
Q1 		$1.03M Sell
11,004
-1,167
-10% -$114K 0.38% 48
2022
Q4 		$1.11M Sell
12,171
-2,310
-16% -$213K 0.45% 44
2022
Q3 		$1.19M Sell
14,481
-147
-1% -$13.6K 0.52% 37
2022
Q2 		$1.3M Sell
14,628
-192
-1% -$18.4K 0.56% 32
2022
Q1 		$1.52M Sell
14,820
-466
-3% -$47.5K 0.93% 20
2021
Q4 		$1.6M Sell
15,286
-366
-2% -$38.4K 0.67% 25
2021
Q3 		$1.58M Buy
15,652
+411
+3% +$41.5K 0.75% 23
2021
Q2 		$1.61M Sell
15,241
-1,120
-7% -$117K 0.88% 20
2021
Q1 		$1.65M Sell
16,361
-1,483
-8% -$140K 1.35% 14
2020
Q4 		$1.45M Sell
17,844
-210
-1% -$15.3K 1.67% 10
2020
Q3 		$1.1M Buy
18,054
+1,310
+8% +$82.4K 1.62% 15
2020
Q2 		$1.01M Sell
16,744
-4,118
-20% -$231K 1.52% 18
2020
Q1 		$1.04M Buy
20,862
+500
+2% +$34.7K 1.64% 16
2019
Q4 		$1.64M Buy
+20,362
New +$1.58M 1.95% 7

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PBMares Wealth Management's IJS Position: Q3 2025 in Review

PBMares Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.11% in Q3 2025, buying an estimated $1.17K and bringing the position to 10,130 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #63.

PBMares Wealth Management first reported a position in IJS in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.65M in Q1 2021. 794 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

  • PBMares Wealth Management held 10,130 shares of iShares S&P Small-Cap 600 Value ETF worth $1.12M as of Q3 2025.
  • PBMares Wealth Management bought 11 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $1.17K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.18% of PBMares Wealth Management's portfolio in Q3 2025, its #63 holding.
  • PBMares Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.65M in Q1 2021.
  • 794 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.