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

Principle Wealth 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 		– Sell
-3,208
Closed -$355K – 376
2025
Q3 		$355K Buy
+3,208
New +$341K 0.02% 280

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 $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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 $202B AUM 37.79% 1-Year Est. Return

Principle Wealth Partners's IJS Position: Q4 2025 in Review

Principle Wealth Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 3,208 shares — an estimated $355K sold.

Principle Wealth Partners first reported a position in IJS in Q3 2025 and held it in 1 quarter. The position peaked at $355K in Q3 2025. 840 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

  • Principle Wealth Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 3,208 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $355K.
  • Principle Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and held it in 1 quarter.
  • Principle Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $355K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Principle Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.