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

Axis 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 		$1.19M Buy
8,673
+219
+3% +$28.3K 0.57% 55
2026
Q1 		$1M Hold
8,454
– – 0.53% 56
2025
Q4 		$961K Buy
8,454
+1,818
+27% +$204K 0.53% 57
2025
Q3 		$734K Buy
6,636
+1,919
+41% +$204K 0.43% 64
2025
Q2 		$469K Buy
4,717
+2,537
+116% +$240K 0.31% 93
2025
Q1 		$212K Buy
+2,180
New +$230K 0.16% 135

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

Axis Wealth Partners's IJS Position: Q2 2026 in Review

Axis Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.6% in Q2 2026, buying an estimated $28.3K and bringing the position to 8,673 shares worth $1.19M. The position accounts for 0.57% of the portfolio, ranked #55.

Axis Wealth Partners first reported a position in IJS in Q1 2025 and has held it in 6 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Axis Wealth Partners held 8,673 shares of iShares S&P Small-Cap 600 Value ETF worth $1.19M as of Q2 2026.
  • Axis Wealth Partners bought 219 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $28.3K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.57% of Axis Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Axis Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.