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

Dakota 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 		$566K Buy
4,139
+415
+11% +$53.5K 0.01% 555
2026
Q1 		$441K Buy
3,724
+6
+0.2% +$725 0.01% 573
2025
Q4 		$423K Buy
3,718
+104
+3% +$11.7K 0.01% 589
2025
Q3 		$400K Buy
3,614
+16
+0.4% +$1.7K 0.01% 514
2025
Q2 		$358K Sell
3,598
-37
-1% -$3.49K 0.01% 573
2025
Q1 		$354K Buy
3,635
+65
+2% +$6.86K 0.01% 580
2024
Q4 		$388K Buy
3,570
+17
+0.5% +$1.88K 0.01% 555
2024
Q3 		$383K Buy
3,553
+18
+0.5% +$1.87K 0.01% 548
2024
Q2 		$344K Sell
3,535
-1,213
-26% -$119K 0.01% 558
2024
Q1 		$488K Buy
4,748
+8
+0.2% +$794 0.01% 505
2023
Q4 		$489K Buy
4,740
+28
+0.6% +$2.55K 0.02% 421
2023
Q3 		$420K Buy
4,712
+1,230
+35% +$117K 0.02% 445
2023
Q2 		$331K Buy
+3,482
New +$318K 0.02% 463

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

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

Dakota Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 11% in Q2 2026, buying an estimated $53.5K and bringing the position to 4,139 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #555.

Dakota Wealth Management first reported a position in IJS in Q2 2023 and has held it in 13 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Dakota Wealth Management held 4,139 shares of iShares S&P Small-Cap 600 Value ETF worth $566K as of Q2 2026.
  • Dakota Wealth Management bought 415 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $53.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #555 holding.
  • Dakota Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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