World Equity Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

World Equity Group’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	-6,375	Closed	-$621K	–	338
2025 Q1	$621K	Buy	+6,375	New	+$673K	0.18%	121
2023 Q3	–	Sell	-4,735	Closed	-$450K	–	366
2023 Q2	$450K	Buy	+4,735	New	+$433K	0.13%	196
2023 Q1	–	Sell	-4,685	Closed	-$428K	–	547
2022 Q4	$428K	Hold	4,685	–	–	0.1%	204
2022 Q3	$386K	Sell	4,685 -5,537	-54%	-$512K	0.1%	199
2022 Q2	$910K	Buy	10,222 +6,007	+143%	+$576K	0.23%	118
2022 Q1	$432K	Buy	+4,215	New	+$430K	0.09%	223

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

World Equity Group's IJS Position: Q2 2025 in Review

World Equity Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 6,375 shares — an estimated $621K sold.

World Equity Group first reported a position in IJS in Q1 2022 and held it in 6 quarters. The position peaked at $910K in Q2 2022. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

World Equity Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
World Equity Group sold 6,375 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $621K.
World Equity Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 6 quarters.
World Equity Group's iShares S&P Small-Cap 600 Value ETF position peaked at $910K in Q2 2022.
782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on World Equity Group's 13F filing for Q2 2025, filed 15 Jul 2025.