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

Curio Wealth’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	–	Sell	-111	Closed	-$13.1K	–	581
2026 Q1	$13.1K	Hold	111	–	–	﹤0.01%	202
2025 Q4	$12.8K	Hold	111	–	–	﹤0.01%	225
2025 Q3	$12.3K	Hold	111	–	–	0.01%	182
2025 Q2	$11K	Buy	111 +110	+11,000%	+$10.4K	﹤0.01%	199
2025 Q1	$12.1K	Sell	1 -110	-99%	-$11.6K	0.01%	217
2024 Q4	$12.1K	Buy	+111	New	+$12.3K	0.01%	204

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

Curio Wealth's IJS Position: Q2 2026 in Review

Curio Wealth sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 111 shares — an estimated $13.1K sold.

Curio Wealth first reported a position in IJS in Q4 2024 and held it in 6 quarters. The position peaked at $13.1K in Q1 2026. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Curio Wealth reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 111 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $13.1K.
Curio Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $13.1K in Q1 2026.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.