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

CM Wealth Advisors’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	$663K	Sell	4,849 -1,745	-26%	-$225K	0.12%	82
2026 Q1	$781K	Hold	6,594	–	–	0.17%	56
2025 Q4	$750K	Sell	6,594 -10,556	-62%	-$1.18M	0.17%	57
2025 Q3	$1.9M	Buy	17,150 +2,402	+16%	+$255K	0.5%	24
2025 Q2	$1.47M	Sell	14,748 -151	-1%	-$14.3K	0.43%	24
2025 Q1	$1.45M	Sell	14,899 -688	-4%	-$72.6K	0.46%	22
2024 Q4	$1.69M	Hold	15,587	–	–	0.55%	21
2024 Q3	$1.68M	Buy	15,587 +13,070	+519%	+$1.36M	0.54%	20
2024 Q2	$245K	Sell	2,517 -16,424	-87%	-$1.61M	0.12%	63
2024 Q1	$1.89M	Buy	18,941 +16,424	+653%	+$1.63M	0.54%	26
2023 Q4	$259K	Hold	2,517	–	–	0.11%	66
2023 Q3	$229K	Sell	2,517 -138	-5%	-$13.1K	0.09%	75
2023 Q2	$265K	Buy	+2,655	New	+$243K	0.09%	120
2023 Q1	–	Sell	-2,517	Closed	-$230K	–	423
2022 Q4	$230K	Sell	2,517 -159	-6%	-$14.6K	0.12%	64
2022 Q3	$221K	Hold	2,676	–	–	0.12%	65
2022 Q2	$238K	Buy	+2,676	New	+$257K	0.15%	63

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

CM Wealth Advisors's IJS Position: Q2 2026 in Review

CM Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 26% in Q2 2026, selling an estimated $225K and leaving 4,849 shares worth $663K. The position accounts for 0.12% of the portfolio, ranked #82.

CM Wealth Advisors first reported a position in IJS in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.9M in Q3 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

CM Wealth Advisors held 4,849 shares of iShares S&P Small-Cap 600 Value ETF worth $663K as of Q2 2026.
CM Wealth Advisors sold 1,745 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $225K.
iShares S&P Small-Cap 600 Value ETF made up 0.12% of CM Wealth Advisors's portfolio in Q2 2026, its #82 holding.
CM Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.9M in Q3 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.