Tucker Asset Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Tucker Asset Management’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	$30.9K	Sell	272 -10	-4%	-$1.12K	0.01%	389
2025 Q3	$31.2K	Sell	282 -98	-26%	-$10.4K	0.01%	206
2025 Q2	$37.8K	Buy	380 +101	+36%	+$9.54K	0.01%	176
2025 Q1	$27.2K	Buy	279 +41	+17%	+$4.33K	0.01%	190
2024 Q4	$25.8K	Sell	238 -48	-17%	-$5.32K	﹤0.01%	499
2024 Q3	$30.8K	Buy	286 +254	+794%	+$26.4K	0.01%	423
2024 Q2	$3.11K	Sell	32 -183	-85%	-$18K	﹤0.01%	1204
2024 Q1	$22.1K	Buy	+215	New	+$21.3K	0.01%	638
2022 Q3	–	Sell	-58	Closed	-$5.16K	–	892
2022 Q2	$5.16K	Sell	58 -52	-47%	-$4.99K	﹤0.01%	327
2022 Q1	$11.3K	Buy	110 +109	+10,900%	+$11.1K	﹤0.01%	219
2021 Q4	$105	Hold	1	–	–	﹤0.01%	438
2021 Q3	$104	Sell	1 -61	-98%	-$6.16K	﹤0.01%	375
2021 Q2	$6.54K	Buy	+62	New	+$6.48K	﹤0.01%	209

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

Tucker Asset Management's IJS Position: Q4 2025 in Review

Tucker Asset Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.5% in Q4 2025, selling an estimated $1.12K and leaving 272 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #389.

Tucker Asset Management first reported a position in IJS in Q2 2021 and has held it in 13 quarters since. The position peaked at $37.8K in Q2 2025. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Tucker Asset Management held 272 shares of iShares S&P Small-Cap 600 Value ETF worth $30.9K as of Q4 2025.
Tucker Asset Management sold 10 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $1.12K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #389 holding.
Tucker Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and has held it in 13 quarters since.
Tucker Asset Management's iShares S&P Small-Cap 600 Value ETF position peaked at $37.8K in Q2 2025.
837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.