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

Running Point Capital 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
Q3 		– Sell
-90
Closed -$8.95K – 195
2025
Q2 		$8.95K Hold
90
– – ﹤0.01% 168
2025
Q1 		$8.77K Buy
+90
New +$9.49K ﹤0.01% 160

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Running Point Capital Advisors's IJS Position: Q3 2025 in Review

Running Point Capital Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 90 shares — an estimated $8.95K sold.

Running Point Capital Advisors first reported a position in IJS in Q1 2025 and held it in 2 quarters. The position peaked at $8.95K in Q2 2025. 794 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

  • Running Point Capital Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Running Point Capital Advisors sold 90 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $8.95K.
  • Running Point Capital Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and held it in 2 quarters.
  • Running Point Capital Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $8.95K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Running Point Capital Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.