Tarbox Family Office’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-4,281	Closed	-$417K	–	117
2025 Q1	$417K	Buy	+4,281	New	+$452K	0.07%	77
2022 Q2	–	Sell	-89	Closed	-$9K	–	536
2022 Q1	$9K	Hold	89	–	–	﹤0.01%	400
2021 Q4	$9K	Buy	89 +1	+1%	+$105	﹤0.01%	472
2021 Q3	$9K	Hold	88	–	–	﹤0.01%	511
2021 Q2	$9K	Hold	88	–	–	﹤0.01%	514
2021 Q1	$9K	Hold	88	–	–	﹤0.01%	437
2020 Q4	$7K	Hold	88	–	–	﹤0.01%	457
2020 Q3	$5K	Hold	88	–	–	﹤0.01%	479
2020 Q2	$5K	Buy	+88	New	+$4.93K	﹤0.01%	480
2014 Q2	–	Sell	-48	Closed	-$2K	–	493
2014 Q1	$2K	Hold	48	–	–	﹤0.01%	412
2013 Q4	$3K	Buy	+48	New	+$2.56K	﹤0.01%	422

Other funds holding IJS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tarbox Family Office's IJS Position: Q2 2025 in Review

Tarbox Family Office sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 4,281 shares — an estimated $417K sold.

Tarbox Family Office first reported a position in IJS in Q4 2013 and held it in 11 quarters. The position peaked at $417K in Q1 2025. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Tarbox Family Office reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
Tarbox Family Office sold 4,281 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $417K.
Tarbox Family Office first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2013 and held it in 11 quarters.
Tarbox Family Office's iShares S&P Small-Cap 600 Value ETF position peaked at $417K in Q1 2025.
782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Tarbox Family Office's 13F filing for Q2 2025, filed 12 Aug 2025.