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

West Branch Capital’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
Q2 		– Sell
-15
Closed -$1.46K – 501
2025
Q1 		$1.46K Hold
15
– – ﹤0.01% 404
2024
Q4 		$1.63K Hold
15
– – ﹤0.01% 393
2024
Q3 		$1.61K Buy
+15
New +$1.56K ﹤0.01% 381

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

West Branch Capital's IJS Position: Q2 2025 in Review

West Branch Capital sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 15 shares — an estimated $1.46K sold.

West Branch Capital first reported a position in IJS in Q3 2024 and held it in 3 quarters. The position peaked at $1.63K in Q4 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • West Branch Capital reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 15 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $1.46K.
  • West Branch Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and held it in 3 quarters.
  • West Branch Capital's iShares S&P Small-Cap 600 Value ETF position peaked at $1.63K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.