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

Silvercrest Asset 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	-4,716	Closed	-$469K	–	849
2025 Q2	$469K	Sell	4,716 -51	-1%	-$4.82K	﹤0.01%	719
2025 Q1	$465K	Buy	4,767 +216	+5%	+$22.8K	﹤0.01%	712
2024 Q4	$494K	Buy	4,551 +816	+22%	+$90.4K	﹤0.01%	691
2024 Q3	$402K	Buy	3,735 +50	+1%	+$5.19K	﹤0.01%	678
2024 Q2	$358K	Sell	3,685 -3,686	-50%	-$362K	﹤0.01%	781
2024 Q1	$757K	Sell	7,371 -20,213	-73%	-$2.01M	0.01%	652
2023 Q4	$2.84M	Buy	27,584 +344	+1%	+$31.3K	0.02%	457
2023 Q3	$2.43M	Buy	27,240 +30	+0.1%	+$2.86K	0.02%	455
2023 Q2	$2.59M	Buy	+27,210	New	+$2.49M	0.02%	452
2023 Q1	–	Sell	-16,026	Closed	-$1.46M	–	808
2022 Q4	$1.46M	Buy	+16,026	New	+$1.48M	0.01%	515
2019 Q1	–	Sell	-20,770	Closed	-$1.37M	–	580
2018 Q4	$1.37M	Buy	+20,770	New	+$1.54M	0.02%	322

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

Silvercrest Asset Management's IJS Position: Q3 2025 in Review

Silvercrest Asset Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 4,716 shares — an estimated $469K sold.

Silvercrest Asset Management first reported a position in IJS in Q4 2018 and held it in 11 quarters. The position peaked at $2.84M in Q4 2023. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

Silvercrest Asset Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
Silvercrest Asset Management sold 4,716 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $469K.
Silvercrest Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and held it in 11 quarters.
Silvercrest Asset Management's iShares S&P Small-Cap 600 Value ETF position peaked at $2.84M in Q4 2023.
795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Silvercrest Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.