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

Van Hulzen 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
Q1 		– Sell
-229
Closed -$24.9K – 675
2024
Q4 		$24.9K Buy
+229
New +$25.4K ﹤0.01% 646
2022
Q3 		– Sell
-25,477
Closed -$2.27M – 292
2022
Q2 		$2.27M Buy
+25,477
New +$2.44M 0.27% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Van Hulzen Asset Management's IJS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 229 shares — an estimated $24.9K sold.

Van Hulzen Asset Management first reported a position in IJS in Q2 2022 and held it in 2 quarters. The position peaked at $2.27M in Q2 2022. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 229 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $24.9K.
  • Van Hulzen Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 2 quarters.
  • Van Hulzen Asset Management's iShares S&P Small-Cap 600 Value ETF position peaked at $2.27M in Q2 2022.
  • 800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.