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

Balboa 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 Q1	$2.14M	Buy	+18,083	New	+$2.18M	0.36%	50

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Balboa Wealth Partners's IJS Position: Q1 2026 in Review

Balboa Wealth Partners opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026: 18,083 shares worth $2.14M. The stake represents 0.36% of the portfolio and ranks #50 among its holdings.

843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Balboa Wealth Partners held 18,083 shares of iShares S&P Small-Cap 600 Value ETF worth $2.14M as of Q1 2026.
iShares S&P Small-Cap 600 Value ETF was a new Balboa Wealth Partners position in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.36% of Balboa Wealth Partners's portfolio in Q1 2026, its #50 holding.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.