SageView Advisory Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

SageView Advisory Group’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	$560K	Buy	4,927 +913	+23%	+$102K	0.02%	344
2025 Q3	$444K	Buy	4,014 +6	+0.1%	+$637	0.02%	411
2025 Q2	$416K	Sell	4,008 -3,989	-50%	-$377K	0.02%	415
2025 Q1	$780K	Sell	7,997 -47	-0.6%	-$4.96K	0.03%	261
2024 Q4	$874K	Buy	8,044 +2,608	+48%	+$289K	0.04%	239
2024 Q3	$585K	Sell	5,436 -1,797	-25%	-$187K	0.03%	272
2024 Q2	$704K	Buy	+7,233	New	+$711K	0.03%	277
2024 Q1	–	Sell	-8,744	Closed	-$877K	–	624
2023 Q4	$877K	Buy	8,744 +1,884	+27%	+$172K	0.04%	280
2023 Q3	$612K	Sell	6,860 -9,829	-59%	-$936K	0.04%	297
2023 Q2	$1.59M	Buy	16,689 +10,383	+165%	+$949K	0.09%	147
2023 Q1	$590K	Sell	6,306 -1,627	-21%	-$159K	0.04%	281
2022 Q4	$724K	Buy	+7,933	New	+$730K	0.06%	195

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

SageView Advisory Group's IJS Position: Q4 2025 in Review

SageView Advisory Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 23% in Q4 2025, buying an estimated $102K and bringing the position to 4,927 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #344.

SageView Advisory Group first reported a position in IJS in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.59M in Q2 2023. 838 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

SageView Advisory Group held 4,927 shares of iShares S&P Small-Cap 600 Value ETF worth $560K as of Q4 2025.
SageView Advisory Group bought 913 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $102K.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #344 holding.
SageView Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $1.59M in Q2 2023.
838 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.