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Brandywine Oak Private Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Brandywine Oak Private Wealth’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 		$214K Sell
1,562
-217
-12% -$28K 0.02% 235
2026
Q1 		$211K Buy
1,779
+3
+0.2% +$362 0.02% 221
2025
Q4 		$202K Buy
+1,776
New +$199K 0.02% 232
2025
Q1 		– Sell
-2,010
Closed -$218K – 232
2024
Q4 		$218K Buy
2,010
+20
+1% +$2.22K 0.02% 216
2024
Q3 		$214K Buy
+1,990
New +$207K 0.02% 225
2024
Q2 		– Sell
-1,972
Closed -$203K – 233
2024
Q1 		$203K Buy
1,972
+7
+0.4% +$695 0.02% 231
2023
Q4 		$202K Sell
1,965
-2,499
-56% -$228K 0.02% 226
2023
Q3 		$398K Hold
4,464
– – 0.05% 158
2023
Q2 		$424K Buy
4,464
+2,308
+107% +$211K 0.05% 167
2023
Q1 		$202K Buy
+2,156
New +$211K 0.02% 246
2022
Q4 		– Sell
-2,855
Closed -$235K – 269
2022
Q3 		$235K Sell
2,855
-197
-6% -$18.2K 0.03% 250
2022
Q2 		$271K Sell
3,052
-1,743
-36% -$167K 0.03% 264
2022
Q1 		$491K Buy
4,795
+258
+6% +$26.3K 0.06% 197
2021
Q4 		$474K Buy
4,537
+136
+3% +$14.3K 0.05% 207
2021
Q3 		$443K Buy
4,401
+605
+16% +$61.1K 0.05% 207
2021
Q2 		$400K Buy
3,796
+299
+9% +$31.3K 0.05% 211
2021
Q1 		$352K Buy
3,497
+497
+17% +$47K 0.05% 178
2020
Q4 		$243K Buy
+3,000
New +$218K 0.04% 237
2019
Q1 		– Sell
-354
Closed -$23K – 405
2018
Q4 		$23K Buy
+354
New +$26.3K 0.01% 438

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brandywine Oak Private Wealth's IJS Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 12% in Q2 2026, selling an estimated $28K and leaving 1,562 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #235.

Brandywine Oak Private Wealth first reported a position in IJS in Q4 2018 and has held it in 19 quarters since. The position peaked at $491K in Q1 2022. 426 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Brandywine Oak Private Wealth held 1,562 shares of iShares S&P Small-Cap 600 Value ETF worth $214K as of Q2 2026.
  • Brandywine Oak Private Wealth sold 217 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $28K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #235 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 19 quarters since.
  • Brandywine Oak Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $491K in Q1 2022.
  • 426 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.