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

Alpine Bank 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	$2.21M	Sell	16,183 -350	-2%	-$45.1K	0.28%	57
2026 Q1	$1.96M	Sell	16,533 -4,367	-21%	-$528K	0.28%	54
2025 Q4	$2.38M	Hold	20,900	–	–	0.34%	47
2025 Q3	$2.31M	Hold	20,900	–	–	0.33%	45
2025 Q2	$2.08M	Hold	20,900	–	–	0.31%	46
2025 Q1	$2.04M	Buy	+20,900	New	+$2.21M	0.33%	45
2024 Q3	$2.25M	Buy	+20,900	New	+$2.17M	0.36%	40

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

Alpine Bank Wealth Management's IJS Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.1% in Q2 2026, selling an estimated $45.1K and leaving 16,183 shares worth $2.21M. The position accounts for 0.28% of the portfolio, ranked #57.

Alpine Bank Wealth Management first reported a position in IJS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q4 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Alpine Bank Wealth Management held 16,183 shares of iShares S&P Small-Cap 600 Value ETF worth $2.21M as of Q2 2026.
Alpine Bank Wealth Management sold 350 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $45.1K.
iShares S&P Small-Cap 600 Value ETF made up 0.28% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #57 holding.
Alpine Bank Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $2.38M in Q4 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.