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

Apollon 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 		$1.04M Buy
7,635
+55
+0.7% +$7.09K 0.01% 721
2026
Q1 		$898K Sell
7,580
-60
-0.8% -$7.25K 0.01% 648
2025
Q4 		$869K Sell
7,640
-843
-10% -$94.5K 0.02% 632
2025
Q3 		$938K Sell
8,483
-1,856
-18% -$197K 0.02% 586
2025
Q2 		$1.03M Sell
10,339
-1,840
-15% -$174K 0.02% 547
2025
Q1 		$1.19M Buy
12,179
+1,335
+12% +$141K 0.03% 459
2024
Q4 		$1.18M Buy
10,844
+68
+0.6% +$7.54K 0.03% 458
2024
Q3 		$1.16M Sell
10,776
-72
-0.7% -$7.48K 0.03% 438
2024
Q2 		$1.06M Sell
10,848
-12,094
-53% -$1.19M 0.03% 446
2024
Q1 		$2.36M Sell
22,942
-795
-3% -$78.9K 0.07% 248
2023
Q4 		$2.45M Buy
23,737
+1,411
+6% +$129K 0.08% 213
2023
Q3 		$1.99M Sell
22,326
-194
-0.9% -$18.5K 0.1% 193
2023
Q2 		$2.14M Buy
22,520
+5,338
+31% +$488K 0.1% 205
2023
Q1 		$1.61M Sell
17,182
-180
-1% -$17.6K 0.1% 216
2022
Q4 		$1.59M Buy
17,362
+11,308
+187% +$1.04M 0.11% 192
2022
Q3 		$499K Sell
6,054
-5,507
-48% -$510K 0.04% 441
2022
Q2 		$1.03M Buy
11,561
+6,477
+127% +$621K 0.09% 249
2022
Q1 		$521K Sell
5,084
-44
-0.9% -$4.49K 0.04% 447
2021
Q4 		$536K Buy
5,128
+2,480
+94% +$260K 0.04% 445
2021
Q3 		$267K Buy
+2,648
New +$267K 0.04% 370
2020
Q3 		– Sell
-356
Closed -$21K – 399
2020
Q2 		$21K Buy
+356
New +$20K 0.01% 364

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

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

Apollon Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.73% in Q2 2026, buying an estimated $7.09K and bringing the position to 7,635 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #721.

Apollon Wealth Management first reported a position in IJS in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.45M in Q4 2023. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Apollon Wealth Management held 7,635 shares of iShares S&P Small-Cap 600 Value ETF worth $1.04M as of Q2 2026.
  • Apollon Wealth Management bought 55 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $7.09K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #721 holding.
  • Apollon Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $2.45M in Q4 2023.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.