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

Connecticut 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	$220K	Buy	+1,606	New	+$207K	0.01%	326
2020 Q1	–	Sell	-4,718	Closed	-$379K	–	149
2019 Q4	$379K	Buy	4,718 +190	+4%	+$14.7K	0.04%	121
2019 Q3	$340K	Buy	4,528 +304	+7%	+$22.3K	0.04%	122
2019 Q2	$314K	Buy	+4,224	New	+$313K	0.04%	122

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

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

Connecticut Wealth Management opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,606 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Connecticut Wealth Management previously reported a position in IJS as recently as Q4 2019.

Connecticut Wealth Management first reported a position in IJS in Q2 2019 and has held it in 4 quarters since. The position peaked at $379K in Q4 2019. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Connecticut Wealth Management held 1,606 shares of iShares S&P Small-Cap 600 Value ETF worth $220K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Connecticut Wealth Management position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #326 holding.
Connecticut Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2019 and has held it in 4 quarters since.
Connecticut Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $379K in Q4 2019.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.