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

Team Hewins’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	-2,280	Closed	-$222K	–	37
2025 Q1	$222K	Hold	2,280	–	–	0.09%	34
2024 Q4	$248K	Hold	2,280	–	–	0.1%	32
2024 Q3	$245K	Hold	2,280	–	–	0.09%	34
2024 Q2	$222K	Hold	2,280	–	–	0.09%	31
2024 Q1	$234K	Hold	2,280	–	–	0.09%	27
2023 Q4	$235K	Buy	+2,280	New	+$208K	0.1%	25
2023 Q3	–	Sell	-2,280	Closed	-$217K	–	39
2023 Q2	$217K	Hold	2,280	–	–	0.1%	26
2023 Q1	$213K	Hold	2,280	–	–	0.11%	26
2022 Q4	$208K	Buy	+2,280	New	+$210K	0.11%	23

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

Team Hewins's IJS Position: Q2 2025 in Review

Team Hewins sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 2,280 shares — an estimated $222K sold.

Team Hewins first reported a position in IJS in Q4 2022 and held it in 9 quarters. The position peaked at $248K in Q4 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Team Hewins reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
Team Hewins sold 2,280 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $222K.
Team Hewins first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 9 quarters.
Team Hewins's iShares S&P Small-Cap 600 Value ETF position peaked at $248K in Q4 2024.
782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Team Hewins's 13F filing for Q2 2025, filed 12 Aug 2025.