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

Rise Advisors’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	-1,334	Closed	-$147K	–	730
2025 Q3	$147K	Buy	1,334 +4	+0.3%	+$425	0.05%	122
2025 Q2	$132K	Sell	1,330 -27	-2%	-$2.55K	0.05%	125
2025 Q1	$132K	Buy	1,357 +5	+0.4%	+$528	0.06%	120
2024 Q4	$147K	Sell	1,352 -223	-14%	-$24.7K	0.07%	106
2024 Q3	$170K	Buy	1,575 +8	+0.5%	+$831	0.08%	108
2024 Q2	$152K	Buy	1,567 +8	+0.5%	+$786	0.08%	110
2024 Q1	$160K	Sell	1,559 -3	-0.2%	-$298	0.09%	106
2023 Q4	$161K	Sell	1,562 -17	-1%	-$1.55K	0.11%	77
2023 Q3	$141K	Sell	1,579 -222	-12%	-$21.1K	0.11%	76
2023 Q2	$171K	Sell	1,801 -106	-6%	-$9.69K	0.13%	72
2023 Q1	$178K	Buy	1,907 +7	+0.4%	+$684	0.13%	72
2022 Q4	$173K	Buy	1,900 +154	+9%	+$14.2K	0.14%	69
2022 Q3	$144K	Buy	1,746 +11	+0.6%	+$1.02K	0.12%	73
2022 Q2	$154K	Buy	1,735 +72	+4%	+$6.9K	0.16%	69
2022 Q1	$170K	Sell	1,663 -3	-0.2%	-$306	0.15%	71
2021 Q4	$174K	Buy	+1,666	New	+$175K	0.17%	71

Other funds holding IJS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rise Advisors's IJS Position: Q4 2025 in Review

Rise Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 1,334 shares — an estimated $147K sold.

Rise Advisors first reported a position in IJS in Q4 2021 and held it in 16 quarters. The position peaked at $178K in Q1 2023. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Rise Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,334 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $147K.
Rise Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $178K in Q1 2023.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.