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

Bullock 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 		$30.8K Buy
225
+1
+0.4% +$129 0.01% 321
2026
Q1 		$26.6K Hold
224
– – 0.01% 323
2025
Q4 		$25.5K Buy
224
+1
+0.4% +$112 0.01% 317
2025
Q3 		$24.8K Buy
223
+1
+0.5% +$106 0.01% 321
2025
Q2 		$22.6K Buy
222
+1
+0.5% +$94 0.01% 308
2025
Q1 		$21.6K Buy
221
+1
+0.5% +$106 0.01% 300
2024
Q4 		$23.9K Sell
220
-97
-31% -$10.8K 0.01% 305
2024
Q3 		$33.6K Sell
317
-11
-3% -$1.14K 0.02% 267
2024
Q2 		$31.5K Sell
328
-12
-4% -$1.18K 0.02% 269
2024
Q1 		$34.5K Buy
+340
New +$33.7K 0.02% 266

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

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

Bullock Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.45% in Q2 2026, buying an estimated $129 and bringing the position to 225 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #321.

Bullock Wealth Management first reported a position in IJS in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.5K in Q1 2024. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Bullock Wealth Management held 225 shares of iShares S&P Small-Cap 600 Value ETF worth $30.8K as of Q2 2026.
  • Bullock Wealth Management bought 1 iShares S&P Small-Cap 600 Value ETF share in Q2 2026, an estimated $129.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #321 holding.
  • Bullock Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $34.5K in Q1 2024.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.