Total Wealth Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Total Wealth Planning’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	–	Sell	-8,399	Closed	-$929K	–	65
2025 Q3	$929K	Buy	8,399 +503	+6%	+$53.4K	0.11%	63
2025 Q2	$786K	Buy	+7,896	New	+$746K	0.1%	65

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

Total Wealth Planning's IJS Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2025, closing a stake of 8,399 shares — an estimated $929K sold.

Total Wealth Planning first reported a position in IJS in Q2 2025 and held it in 2 quarters. The position peaked at $929K in Q3 2025. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Total Wealth Planning reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 8,399 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $929K.
Total Wealth Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and held it in 2 quarters.
Total Wealth Planning's iShares S&P Small-Cap 600 Value ETF position peaked at $929K in Q3 2025.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.