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

Viewpoint Capital 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 Q3	–	Sell	-150	Closed	-$14.9K	–	152
2025 Q2	$14.9K	Hold	150	–	–	0.01%	126
2025 Q1	$14.6K	Hold	150	–	–	0.01%	129
2024 Q4	$16.3K	Hold	150	–	–	0.01%	125
2024 Q3	$16.1K	Hold	150	–	–	0.01%	126
2024 Q2	$14.6K	Hold	150	–	–	0.01%	127
2024 Q1	$15.4K	Hold	150	–	–	0.01%	123
2023 Q4	$15.5K	Hold	150	–	–	0.01%	119
2023 Q3	$13.4K	Hold	150	–	–	0.01%	116
2023 Q2	$14.3K	Hold	150	–	–	0.01%	115
2023 Q1	$14K	Hold	150	–	–	0.01%	106
2022 Q4	$13.7K	Hold	150	–	–	0.01%	104
2022 Q3	$12K	Hold	150	–	–	0.01%	100
2022 Q2	$13K	Hold	150	–	–	0.01%	105
2022 Q1	$15K	Hold	150	–	–	0.01%	105
2021 Q4	$16K	Buy	+150	New	+$15.7K	0.01%	108

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Viewpoint Capital Management's IJS Position: Q3 2025 in Review

Viewpoint Capital Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2025, closing a stake of 150 shares — an estimated $14.9K sold.

Viewpoint Capital Management first reported a position in IJS in Q4 2021 and held it in 15 quarters. The position peaked at $16.3K in Q4 2024. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

Viewpoint Capital Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
Viewpoint Capital Management sold 150 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $14.9K.
Viewpoint Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 15 quarters.
Viewpoint Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $16.3K in Q4 2024.
795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Viewpoint Capital Management's 13F filing for Q3 2025, filed 22 Oct 2025.