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

Presilium Private Wealth’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 Q2	–	Sell	-5,089	Closed	-$496K	–	76
2025 Q1	$496K	Sell	5,089 -2,229	-30%	-$235K	0.11%	50
2024 Q4	$795K	Sell	7,318 -21	-0.3%	-$2.33K	0.18%	43
2024 Q3	$790K	Sell	7,339 -207	-3%	-$21.5K	0.18%	42
2024 Q2	$734K	Sell	7,546 -29	-0.4%	-$2.85K	0.19%	42
2024 Q1	$778K	Sell	7,575 -86	-1%	-$8.54K	0.21%	39
2023 Q4	$790K	Buy	+7,661	New	+$698K	0.22%	38

Other funds holding IJS

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Presilium Private Wealth's IJS Position: Q2 2025 in Review

Presilium Private Wealth sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 5,089 shares — an estimated $496K sold.

Presilium Private Wealth first reported a position in IJS in Q4 2023 and held it in 6 quarters. The position peaked at $795K in Q4 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Presilium Private Wealth reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
Presilium Private Wealth sold 5,089 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $496K.
Presilium Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 6 quarters.
Presilium Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $795K in Q4 2024.
782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Presilium Private Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.