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Alvarez & Marsal Private Wealth Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$1.92M Buy
14,028
+702
+5% +$90.6K 0.25% 28
2026
Q1 		$1.58M Hold
13,326
– – 0.22% 29
2025
Q4 		$1.52M Buy
+13,326
New +$1.49M 0.29% 25

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Alvarez & Marsal Private Wealth Partners's IJS Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.3% in Q2 2026, buying an estimated $90.6K and bringing the position to 14,028 shares worth $1.92M. The position accounts for 0.25% of the portfolio, ranked #28.

Alvarez & Marsal Private Wealth Partners first reported a position in IJS in Q4 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 14,028 shares of iShares S&P Small-Cap 600 Value ETF worth $1.92M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 702 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $90.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.25% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.