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

Copia 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	$172K	Hold	1,255	–	–	0.1%	123
2026 Q1	$149K	Hold	1,255	–	–	0.1%	124
2025 Q4	$143K	Hold	1,255	–	–	0.1%	123
2025 Q3	$139K	Hold	1,255	–	–	0.1%	121
2025 Q2	$125K	Hold	1,255	–	–	0.11%	112
2025 Q1	$122K	Buy	1,255 +31	+3%	+$3.27K	0.11%	110
2024 Q4	$133K	Buy	+1,224	New	+$136K	0.13%	100

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

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

Copia Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 1,255 shares worth $172K. The position accounts for 0.1% of the portfolio, ranked #123.

Copia Wealth Management first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Copia Wealth Management held 1,255 shares of iShares S&P Small-Cap 600 Value ETF worth $172K as of Q2 2026.
Copia Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.1% of Copia Wealth Management's portfolio in Q2 2026, its #123 holding.
Copia Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.