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

Concord Wealth Partners’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 		$87.9K Buy
+643
New +$82.9K 0.01% 300
2026
Q1 		– Sell
-678
Closed -$77.1K – 477
2025
Q4 		$77.1K Buy
678
+9
+1% +$1.01K 0.01% 284
2025
Q3 		$74K Sell
669
-3
-0.4% -$319 0.01% 288
2025
Q2 		$66.8K Buy
672
+8
+1% +$755 0.01% 304
2025
Q1 		$64.7K Buy
664
+3
+0.5% +$317 0.01% 287
2024
Q4 		$71.8K Sell
661
-3
-0.5% -$333 0.01% 286
2024
Q3 		$71.5K Buy
664
+91
+16% +$9.45K 0.01% 293
2024
Q2 		$55.7K Sell
573
-218
-28% -$21.4K 0.01% 298
2024
Q1 		$81.2K Buy
791
+223
+39% +$22.1K 0.01% 290
2023
Q4 		$58.6K Sell
568
-190
-25% -$17.3K 0.01% 338
2023
Q3 		$67.6K Buy
758
+6
+0.8% +$571 0.01% 333
2023
Q2 		$71.5K Sell
752
-170
-18% -$15.5K 0.02% 311
2023
Q1 		$86.3K Buy
922
+33
+4% +$3.22K 0.02% 271
2022
Q4 		$81.2K Buy
+889
New +$81.9K 0.02% 284
2022
Q3 		– Sell
-847
Closed -$75K – 614
2022
Q2 		$75K Buy
847
+32
+4% +$3.07K 0.02% 305
2022
Q1 		$83K Sell
815
-504
-38% -$51.4K 0.02% 329
2021
Q4 		$138K Buy
1,319
+1,032
+360% +$108K 0.03% 253
2021
Q3 		$29K Sell
287
-38
-12% -$3.84K 0.01% 310
2021
Q2 		$34K Buy
325
+190
+141% +$19.9K 0.01% 407
2021
Q1 		$14K Sell
135
-199
-60% -$18.8K ﹤0.01% 528
2020
Q4 		$27K Buy
+334
New +$24.3K 0.02% 275

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

Concord Wealth Partners's IJS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 643 shares worth $87.9K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IJS as recently as Q4 2025.

Concord Wealth Partners first reported a position in IJS in Q4 2020 and has held it in 21 quarters since. The position peaked at $138K in Q4 2021. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Concord Wealth Partners held 643 shares of iShares S&P Small-Cap 600 Value ETF worth $87.9K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #300 holding.
  • Concord Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $138K in Q4 2021.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.