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

Arkadios Wealth Advisors’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 		$10.4M Sell
75,901
-1,315
-2% -$170K 0.16% 149
2026
Q1 		$9.15M Sell
77,216
-1,581
-2% -$191K 0.15% 163
2025
Q4 		$8.96M Buy
78,797
+50,234
+176% +$5.63M 0.17% 129
2025
Q3 		$3.16M Buy
28,563
+3,202
+13% +$340K 0.08% 278
2025
Q2 		$2.52M Buy
25,361
+21,206
+510% +$2M 0.07% 285
2025
Q1 		$405K Sell
4,155
-306
-7% -$32.3K 0.02% 786
2024
Q4 		$484K Buy
4,461
+115
+3% +$12.7K 0.03% 554
2024
Q3 		$468K Buy
4,346
+106
+3% +$11K 0.03% 559
2024
Q2 		$412K Buy
4,240
+197
+5% +$19.4K 0.03% 528
2024
Q1 		$415K Buy
4,043
+313
+8% +$31.1K 0.03% 435
2023
Q4 		$384K Sell
3,730
-212
-5% -$19.3K 0.03% 447
2023
Q3 		$352K Sell
3,942
-73,599
-95% -$7.01M 0.03% 433
2023
Q2 		$7.37M Buy
77,541
+3,461
+5% +$316K 0.86% 20
2023
Q1 		$6.93M Buy
74,080
+4,272
+6% +$417K 0.83% 22
2022
Q4 		$6.37M Buy
69,808
+18,082
+35% +$1.67M 0.84% 21
2022
Q3 		$4.26M Buy
51,726
+17,388
+51% +$1.61M 0.65% 32
2022
Q2 		$3.06M Buy
34,338
+15,581
+83% +$1.49M 0.45% 53
2022
Q1 		$1.92M Buy
18,757
+11,302
+152% +$1.15M 0.25% 103
2021
Q4 		$779K Buy
7,455
+2,449
+49% +$257K 0.1% 228
2021
Q3 		$504K Buy
5,006
+1,383
+38% +$140K 0.07% 289
2021
Q2 		$381K Buy
3,623
+2,827
+355% +$295K 0.05% 389
2021
Q1 		$80K Buy
796
+625
+365% +$59.2K 0.01% 578
2020
Q4 		$13K Buy
+171
New +$12.4K ﹤0.01% 889

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

Arkadios Wealth Advisors's IJS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.7% in Q2 2026, selling an estimated $170K and leaving 75,901 shares worth $10.4M. The position accounts for 0.16% of the portfolio, ranked #149.

Arkadios Wealth Advisors first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Arkadios Wealth Advisors held 75,901 shares of iShares S&P Small-Cap 600 Value ETF worth $10.4M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,315 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $170K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.16% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • Arkadios Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.