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

Stephens Consulting’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	$28.4K	Buy	250 +2	+0.8%	+$224	0.01%	175
2025 Q3	$27.5K	Sell	248 -49	-16%	-$5.2K	0.01%	172
2025 Q2	$29.6K	Buy	297 +1	+0.3%	+$94	0.01%	235
2025 Q1	$28.9K	Buy	296 +1	+0.3%	+$106	0.01%	232
2024 Q4	$32K	Buy	295 +2	+0.7%	+$222	0.01%	219
2024 Q3	$31.6K	Sell	293 -1	-0.3%	-$104	0.01%	223
2024 Q2	$28.6K	Buy	294 +1	+0.3%	+$98	0.01%	236
2024 Q1	$30.1K	Buy	293 +2	+0.7%	+$198	0.01%	221
2023 Q4	$30K	Buy	291 +2	+0.7%	+$182	0.01%	219
2023 Q3	$25.8K	Sell	289 -4	-1%	-$381	0.01%	227
2023 Q2	$27.9K	Buy	293 +1	+0.3%	+$91	0.01%	216
2023 Q1	$27.3K	Sell	292 -27	-8%	-$2.64K	0.02%	222
2022 Q4	$29.1K	Buy	319 +1	+0.3%	+$92	0.02%	209
2022 Q3	$26.2K	Buy	318 +2	+0.6%	+$185	0.02%	229
2022 Q2	$28.2K	Buy	316 +34	+12%	+$3.26K	0.02%	217
2022 Q1	$28.8K	Buy	282 +1	+0.4%	+$102	0.02%	237
2021 Q4	$29.3K	Buy	+281	New	+$29.5K	0.02%	252

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

Stephens Consulting's IJS Position: Q4 2025 in Review

Stephens Consulting increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.81% in Q4 2025, buying an estimated $224 and bringing the position to 250 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #175.

Stephens Consulting first reported a position in IJS in Q4 2021 and has held it in 17 quarters since. The position peaked at $32K in Q4 2024. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Stephens Consulting held 250 shares of iShares S&P Small-Cap 600 Value ETF worth $28.4K as of Q4 2025.
Stephens Consulting bought 2 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $224.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #175 holding.
Stephens Consulting first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's iShares S&P Small-Cap 600 Value ETF position peaked at $32K in Q4 2024.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.