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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
Q2 		– Sell
-18,083
Closed -$2.14M – 490
2026
Q1 		$2.14M Buy
+18,083
New +$2.18M 0.36% 50

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

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

Balboa Wealth Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 18,083 shares — an estimated $2.14M sold.

Balboa Wealth Partners first reported a position in IJS in Q1 2026 and held it in 1 quarter. The position peaked at $2.14M in Q1 2026. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Balboa Wealth Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 18,083 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.14M.
  • Balboa Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2026 and held it in 1 quarter.
  • Balboa Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $2.14M in Q1 2026.
  • 888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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