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

Rialto 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	–	Sell	-2	Closed	-$199	–	1752
2025 Q2	$199	Hold	2	–	–	﹤0.01%	1385
2025 Q1	$195	Hold	2	–	–	﹤0.01%	985
2024 Q4	$218	Buy	+2	New	+$222	﹤0.01%	513

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rialto Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 2 shares — an estimated $199 sold.

Rialto Wealth Management first reported a position in IJS in Q4 2024 and held it in 3 quarters. The position peaked at $218 in Q4 2024. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

Rialto Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
Rialto Wealth Management sold 2 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $199.
Rialto Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 3 quarters.
Rialto Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $218 in Q4 2024.
795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Rialto Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.