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

BKM Wealth Management’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 		$5.06M Sell
37,020
-2,503
-6% -$323K 1.79% 13
2026
Q1 		$4.68M Sell
39,523
-198
-0.5% -$23.9K 1.71% 15
2025
Q4 		$4.52M Sell
39,721
-42
-0.1% -$4.71K 1.65% 14
2025
Q3 		$4.4M Buy
39,763
+345
+0.9% +$36.6K 1.62% 15
2025
Q2 		$3.92M Buy
39,418
+416
+1% +$39.3K 1.53% 16
2025
Q1 		$3.8M Sell
39,002
-342
-0.9% -$36.1K 1.57% 14
2024
Q4 		$4.27M Sell
39,344
-467
-1% -$51.8K 1.75% 10
2024
Q3 		$4.29M Sell
39,811
-28
-0.1% -$2.91K 1.74% 10
2024
Q2 		$3.88M Buy
39,839
+2,143
+6% +$211K 1.86% 14
2024
Q1 		$3.87M Buy
37,696
+1,290
+4% +$128K 1.67% 12
2023
Q4 		$3.75M Buy
+36,406
New +$3.32M 1.6% 12

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

BKM Wealth Management's IJS Position: Q2 2026 in Review

BKM Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.3% in Q2 2026, selling an estimated $323K and leaving 37,020 shares worth $5.06M. The position accounts for 1.79% of the portfolio, ranked #13.

BKM Wealth Management first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • BKM Wealth Management held 37,020 shares of iShares S&P Small-Cap 600 Value ETF worth $5.06M as of Q2 2026.
  • BKM Wealth Management sold 2,503 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $323K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.79% of BKM Wealth Management's portfolio in Q2 2026, its #13 holding.
  • BKM Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.