UFF
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USA Financial Formulas’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

USA Financial Formulas’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
2026
Q1 		$110M Buy
+927,820
New +$112M 20.72% 1
2025
Q2 		– Sell
-44,550
Closed -$4.34M – 301
2025
Q1 		$4.34M Buy
+44,550
New +$4.7M 0.72% 10
2022
Q3 		$1K Sell
13
-103
-89% -$9.53K ﹤0.01% 240
2022
Q2 		$10K Buy
116
+30
+35% +$2.88K 0.01% 141
2022
Q1 		$9K Buy
+86
New +$8.77K 0.01% 163
2021
Q4 		– Sell
-49
Closed -$5K – 431
2021
Q3 		$5K Sell
49
-28
-36% -$2.83K ﹤0.01% 268
2021
Q2 		$8K Hold
77
– – 0.01% 245
2021
Q1 		$8K Buy
+77
New +$7.29K 0.01% 221

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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