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

Avidian Wealth Enterprises’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 		$3.39M Buy
24,772
+230
+0.9% +$29.7K 0.09% 142
2026
Q1 		$2.91M Sell
24,542
-902
-4% -$109K 0.09% 141
2025
Q4 		$2.89M Sell
25,444
-285
-1% -$31.9K 0.11% 103
2025
Q3 		$2.85M Sell
25,729
-11,586
-31% -$1.23M 0.11% 106
2025
Q2 		$3.71M Sell
37,315
-1,365
-4% -$129K 0.15% 89
2025
Q1 		$3.77M Sell
38,680
-1,341
-3% -$141K 0.17% 84
2024
Q4 		$4.35M Sell
40,021
-1,340
-3% -$149K 0.2% 76
2024
Q3 		$4.45M Sell
41,361
-2,420
-6% -$251K 0.2% 71
2024
Q2 		$4.26M Sell
43,781
-1,711
-4% -$168K 0.18% 75
2024
Q1 		$4.67M Sell
45,492
-3,699
-8% -$367K 0.23% 69
2023
Q4 		$5.07M Sell
49,191
-13,170
-21% -$1.2M 0.31% 63
2023
Q3 		$5.56M Buy
62,361
+3,273
+6% +$312K 0.39% 54
2023
Q2 		$5.62M Buy
59,088
+5,372
+10% +$491K 0.37% 60
2023
Q1 		$5.03M Buy
53,716
+49,468
+1,165% +$4.83M 0.28% 73
2022
Q4 		$388K Sell
4,248
-246
-5% -$22.7K 0.03% 313
2022
Q3 		$371K Sell
4,494
-7,699
-63% -$712K 0.03% 278
2022
Q2 		$1.09M Buy
12,193
+8,171
+203% +$783K 0.08% 157
2022
Q1 		$412K Sell
4,022
-13,558
-77% -$1.38M 0.03% 335
2021
Q4 		$1.84M Buy
17,580
+13,484
+329% +$1.41M 0.11% 122
2021
Q3 		$412K Sell
4,096
-907
-18% -$91.6K 0.03% 244
2021
Q2 		$527K Sell
5,003
-1,039
-17% -$109K 0.04% 209
2021
Q1 		$609K Sell
6,042
-1,017
-14% -$96.3K 0.05% 179
2020
Q4 		$574K Buy
7,059
+3,423
+94% +$249K 0.05% 165
2020
Q3 		$223K Buy
+3,636
New +$229K 0.03% 255

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

Avidian Wealth Enterprises's IJS Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.94% in Q2 2026, buying an estimated $29.7K and bringing the position to 24,772 shares worth $3.39M. The position accounts for 0.09% of the portfolio, ranked #142.

Avidian Wealth Enterprises first reported a position in IJS in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.62M in Q2 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Avidian Wealth Enterprises held 24,772 shares of iShares S&P Small-Cap 600 Value ETF worth $3.39M as of Q2 2026.
  • Avidian Wealth Enterprises bought 230 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $29.7K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.09% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #142 holding.
  • Avidian Wealth Enterprises first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's iShares S&P Small-Cap 600 Value ETF position peaked at $5.62M in Q2 2023.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.