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

Buck Wealth Strategies’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	$1.3M	Sell	9,510 -1,115	-10%	-$144K	0.14%	81
2026 Q1	$1.26M	Buy	+10,625	New	+$1.28M	0.16%	69
2025 Q3	–	Sell	-19,131	Closed	-$1.9M	–	176
2025 Q2	$1.9M	Buy	19,131 +6,937	+57%	+$655K	0.29%	53
2025 Q1	$1.19M	Buy	+12,194	New	+$1.29M	0.22%	57
2023 Q4	–	Sell	-55	Closed	-$4.91K	–	195
2023 Q3	$4.91K	Buy	+55	New	+$5.24K	﹤0.01%	239

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Buck Wealth Strategies's IJS Position: Q2 2026 in Review

Buck Wealth Strategies reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 10% in Q2 2026, selling an estimated $144K and leaving 9,510 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #81.

Buck Wealth Strategies first reported a position in IJS in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.9M in Q2 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Buck Wealth Strategies held 9,510 shares of iShares S&P Small-Cap 600 Value ETF worth $1.3M as of Q2 2026.
Buck Wealth Strategies sold 1,115 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $144K.
iShares S&P Small-Cap 600 Value ETF made up 0.14% of Buck Wealth Strategies's portfolio in Q2 2026, its #81 holding.
Buck Wealth Strategies first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2023 and has held it in 5 quarters since.
Buck Wealth Strategies's iShares S&P Small-Cap 600 Value ETF position peaked at $1.9M in Q2 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.