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

Abound Wealth 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
2026 Q2	$43.5K	Sell	318 -62	-16%	-$8K	0.01%	256
2026 Q1	$45K	Hold	380	–	–	0.01%	263
2025 Q4	$43.2K	Sell	380 -96	-20%	-$10.8K	0.01%	252
2025 Q3	$52.6K	Buy	476 +96	+25%	+$10.2K	0.01%	202
2025 Q2	$37.8K	Buy	380 +318	+513%	+$30K	0.01%	239
2025 Q1	$6.04K	Buy	+62	New	+$6.54K	﹤0.01%	498
2022 Q4	–	Sell	-193	Closed	-$15.9K	–	759
2022 Q3	$15.9K	Buy	193 +46	+31%	+$4.26K	0.01%	221
2022 Q2	$13.1K	Hold	147	–	–	0.01%	92
2022 Q1	$15K	Hold	147	–	–	0.01%	87
2021 Q4	$15.3K	Buy	+147	New	+$15.4K	0.01%	85

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

Abound Wealth Management's IJS Position: Q2 2026 in Review

Abound Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 16% in Q2 2026, selling an estimated $8K and leaving 318 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #256.

Abound Wealth Management first reported a position in IJS in Q4 2021 and has held it in 10 quarters since. The position peaked at $52.6K in Q3 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Abound Wealth Management held 318 shares of iShares S&P Small-Cap 600 Value ETF worth $43.5K as of Q2 2026.
Abound Wealth Management sold 62 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $8K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #256 holding.
Abound Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 10 quarters since.
Abound Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $52.6K in Q3 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.