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

Causey Wealth LLC’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	$3.85M	Sell	28,136 -163	-0.6%	-$21K	1.5%	23
2026 Q1	$3.35M	Sell	28,299 -3,463	-11%	-$418K	1.42%	25
2025 Q4	$3.61M	Sell	31,762 -442	-1%	-$49.5K	1.64%	23
2025 Q3	$3.56M	Sell	32,204 -1,207	-4%	-$128K	1.74%	23
2025 Q2	$3.32M	Sell	33,411 -9,196	-22%	-$868K	1.71%	23
2025 Q1	$4.15M	Sell	42,607 -8,444	-17%	-$891K	2.32%	21
2024 Q4	$5.54M	Buy	+51,051	New	+$5.66M	3.23%	13

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

Causey Wealth LLC's IJS Position: Q2 2026 in Review

Causey Wealth LLC reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.58% in Q2 2026, selling an estimated $21K and leaving 28,136 shares worth $3.85M. The position accounts for 1.5% of the portfolio, ranked #23.

Causey Wealth LLC first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.54M in Q4 2024. 880 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Causey Wealth LLC held 28,136 shares of iShares S&P Small-Cap 600 Value ETF worth $3.85M as of Q2 2026.
Causey Wealth LLC sold 163 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $21K.
iShares S&P Small-Cap 600 Value ETF made up 1.5% of Causey Wealth LLC's portfolio in Q2 2026, its #23 holding.
Causey Wealth LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $5.54M in Q4 2024.
880 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.