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

West Coast Financial’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	-1,917	Closed	-$208K	–	166
2024 Q4	$208K	Hold	1,917	–	–	0.02%	163
2024 Q3	$206K	Buy	+1,917	New	+$199K	0.02%	169
2022 Q3	–	Sell	-2,692	Closed	-$240K	–	125
2022 Q2	$240K	Hold	2,692	–	–	0.04%	110
2022 Q1	$276K	Hold	2,692	–	–	0.04%	111
2021 Q4	$281K	Buy	+2,692	New	+$282K	0.04%	118
2018 Q4	–	Sell	-3,010	Closed	-$251K	–	120
2018 Q3	$251K	Buy	+3,010	New	+$254K	0.06%	118
2017 Q4	–	Sell	-3,022	Closed	-$224K	–	119
2017 Q3	$224K	Buy	+3,022	New	+$211K	0.06%	130

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

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

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

MWM

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

West Coast Financial's IJS Position: Q1 2025 in Review

West Coast Financial sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 1,917 shares — an estimated $208K sold.

West Coast Financial first reported a position in IJS in Q3 2017 and held it in 7 quarters. The position peaked at $281K in Q4 2021. 801 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

West Coast Financial reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
West Coast Financial sold 1,917 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $208K.
West Coast Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2017 and held it in 7 quarters.
West Coast Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $281K in Q4 2021.
801 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on West Coast Financial's 13F filing for Q1 2025, filed 11 Apr 2025.