Trust Company of Vermont’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Trust Company of Vermont’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	$4.89K	Hold	43	–	–	﹤0.01%	943
2025 Q3	$4.75K	Sell	43 -35	-45%	-$3.72K	﹤0.01%	930
2025 Q2	$7.76K	Sell	78 -396	-84%	-$37.4K	﹤0.01%	852
2025 Q1	$46.2K	Buy	+474	New	+$50K	﹤0.01%	530
2023 Q4	–	Sell	-1,546	Closed	-$138K	–	848
2023 Q3	$138K	Hold	1,546	–	–	0.01%	339
2023 Q2	$147K	Hold	1,546	–	–	0.01%	344
2023 Q1	$145K	Hold	1,546	–	–	0.01%	348
2022 Q4	$141K	Hold	1,546	–	–	0.01%	342
2022 Q3	$127K	Hold	1,546	–	–	0.01%	349
2022 Q2	$138K	Buy	+1,546	New	+$148K	0.01%	336
2022 Q1	–	Sell	-1,852	Closed	-$194K	–	524
2021 Q4	$194K	Buy	+1,852	New	+$194K	0.01%	322
2021 Q3	–	Sell	-1,546	Closed	-$163K	–	507
2021 Q2	$163K	Hold	1,546	–	–	0.01%	330
2021 Q1	$156K	Hold	1,546	–	–	0.01%	330
2020 Q4	$126K	Hold	1,546	–	–	0.01%	341
2020 Q3	$95K	Hold	1,546	–	–	0.01%	361
2020 Q2	$93K	Buy	+1,546	New	+$86.7K	0.01%	361
2020 Q1	–	Sell	-40	Closed	-$3K	–	909
2019 Q4	$3K	Hold	40	–	–	﹤0.01%	838
2019 Q3	$3K	Buy	40 +20	+100%	+$1.47K	﹤0.01%	890
2019 Q2	$1K	Buy	+20	New	+$1.48K	﹤0.01%	990
2018 Q2	–	Sell	-12	Closed	-$1K	–	1073
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	934
2017 Q4	$1K	Buy	+12	New	+$904	﹤0.01%	943

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

Trust Company of Vermont's IJS Position: Q4 2025 in Review

Trust Company of Vermont held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q4 2025 at 43 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Trust Company of Vermont first reported a position in IJS in Q4 2017 and has held it in 21 quarters since. The position peaked at $194K in Q4 2021. 838 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Trust Company of Vermont held 43 shares of iShares S&P Small-Cap 600 Value ETF worth $4.89K as of Q4 2025.
Trust Company of Vermont left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q4 2025.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #943 holding.
Trust Company of Vermont first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 21 quarters since.
Trust Company of Vermont's iShares S&P Small-Cap 600 Value ETF position peaked at $194K in Q4 2021.
838 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.