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Watts Gwilliam & Co’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Watts Gwilliam & Co’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 		$698K Buy
6,313
+4
+0.1% +$425 0.11% 112
2025
Q2 		$708K Buy
6,309
+4
+0.1% +$378 0.12% 110
2025
Q1 		$615K Sell
6,305
-196
-3% -$20.7K 0.13% 110
2024
Q4 		$704K Sell
6,501
-442
-6% -$49K 0.15% 109
2024
Q3 		$728K Buy
+6,943
New +$721K 0.16% 101
2024
Q1 		$788K Buy
+7,717
New +$766K 0.24% 78

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Watts Gwilliam & Co's IJS Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.06% in Q3 2025, buying an estimated $425 and bringing the position to 6,313 shares worth $698K. The position accounts for 0.11% of the portfolio, ranked #112.

Watts Gwilliam & Co first reported a position in IJS in Q1 2024 and has held it in 6 quarters since. The position peaked at $788K in Q1 2024. 794 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

  • Watts Gwilliam & Co held 6,313 shares of iShares S&P Small-Cap 600 Value ETF worth $698K as of Q3 2025.
  • Watts Gwilliam & Co bought 4 iShares S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $425.
  • iShares S&P Small-Cap 600 Value ETF made up 0.11% of Watts Gwilliam & Co's portfolio in Q3 2025, its #112 holding.
  • Watts Gwilliam & Co first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares S&P Small-Cap 600 Value ETF position peaked at $788K in Q1 2024.
  • 794 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.