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

Cordatus 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	$897K	Sell	6,564 -73,546	-92%	-$9.49M	0.2%	90
2026 Q1	$9.49M	Buy	80,110 +1,886	+2%	+$228K	2.26%	9
2025 Q4	$8.9M	Sell	78,224 -182	-0.2%	-$20.4K	2.06%	9
2025 Q3	$8.67M	Buy	+78,406	New	+$8.33M	2.04%	9
2025 Q1	–	Sell	-71,776	Closed	-$7.8M	–	155
2024 Q4	$7.8M	Buy	71,776 +797	+1%	+$88.3K	2.06%	10
2024 Q3	$7.64M	Buy	+70,979	New	+$7.37M	2.75%	6

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

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

Cordatus Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 92% in Q2 2026, selling an estimated $9.49M and leaving 6,564 shares worth $897K. The position accounts for 0.2% of the portfolio, ranked #90.

Cordatus Wealth Management first reported a position in IJS in Q3 2024 and has held it in 6 quarters since. The position peaked at $9.49M in Q1 2026. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Cordatus Wealth Management held 6,564 shares of iShares S&P Small-Cap 600 Value ETF worth $897K as of Q2 2026.
Cordatus Wealth Management sold 73,546 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.49M.
iShares S&P Small-Cap 600 Value ETF made up 0.2% of Cordatus Wealth Management's portfolio in Q2 2026, its #90 holding.
Cordatus Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 6 quarters since.
Cordatus Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $9.49M in Q1 2026.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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