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

Ridgewood Investments’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	-110	Closed	-$10.9K	–	428
2025 Q2	$10.9K	Hold	110	–	–	﹤0.01%	510
2025 Q1	$10.7K	Hold	110	–	–	0.01%	477
2024 Q4	$11.9K	Hold	110	–	–	0.01%	466
2024 Q3	$11.8K	Sell	110 -120	-52%	-$12.5K	0.01%	489
2024 Q2	$22.4K	Buy	+230	New	+$22.6K	0.01%	429
2023 Q3	–	Sell	-248	Closed	-$23.6K	–	457
2023 Q2	$23.6K	Hold	248	–	–	0.01%	427
2023 Q1	$23.2K	Buy	+248	New	+$24.2K	0.01%	440

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

Ridgewood Investments's IJS Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 110 shares — an estimated $10.9K sold.

Ridgewood Investments first reported a position in IJS in Q1 2023 and held it in 7 quarters. The position peaked at $23.6K in Q2 2023. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

Ridgewood Investments reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 110 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $10.9K.
Ridgewood Investments first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares S&P Small-Cap 600 Value ETF position peaked at $23.6K in Q2 2023.
795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.