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Diversified Portfolios Inc’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Diversified Portfolios Inc’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 		$204K Buy
+1,496
New +$193K 0.01% 197
2022
Q1 		– Sell
-4,136
Closed -$432K – 141
2021
Q4 		$432K Hold
4,136
– – 0.1% 94
2021
Q3 		$416K Sell
4,136
-1,298
-24% -$131K 0.12% 83
2021
Q2 		$573K Sell
5,434
-97
-2% -$10.1K 0.22% 56
2021
Q1 		$557K Sell
5,531
-83
-1% -$7.86K 0.18% 55
2020
Q4 		$456K Sell
5,614
-58
-1% -$4.21K 0.16% 55
2020
Q3 		$347K Sell
5,672
-180
-3% -$11.3K 0.15% 51
2020
Q2 		$352K Sell
5,852
-62
-1% -$3.48K 0.17% 43
2020
Q1 		$296K Sell
5,914
-74
-1% -$5.13K 0.16% 41
2019
Q4 		$481K Sell
5,988
-502
-8% -$38.9K 0.23% 33
2019
Q3 		$487K Sell
6,490
-196
-3% -$14.4K 0.25% 33
2019
Q2 		$497K Hold
6,686
– – 0.27% 28
2019
Q1 		$493K Sell
6,686
-110
-2% -$8.13K 0.27% 30
2018
Q4 		$448K Hold
6,796
– – 0.28% 30
2018
Q3 		$567K Hold
6,796
– – 0.31% 26
2018
Q2 		$555K Sell
6,796
-144
-2% -$11.5K 0.32% 28
2018
Q1 		$523K Hold
6,940
– – 0.3% 28
2017
Q4 		$533K Hold
6,940
– – 0.29% 28
2017
Q3 		$515K Sell
6,940
-260
-4% -$18.1K 0.29% 27
2017
Q2 		$503K Sell
7,200
-28
-0.4% -$1.94K 0.3% 28
2017
Q1 		$501K Hold
7,228
– – 0.3% 28
2016
Q4 		$506K Sell
7,228
-64
-0.9% -$4.19K 0.31% 26
2016
Q3 		$455K Sell
7,292
-874
-11% -$53.6K 0.28% 24
2016
Q2 		$477K Sell
8,166
-58
-0.7% -$3.33K 0.3% 26
2016
Q1 		$466K Buy
+8,224
New +$427K 0.29% 26
2015
Q4 		– Sell
-8,224
Closed -$431K – 53
2015
Q3 		$431K Hold
8,224
– – 0.29% 26
2015
Q2 		$466K Hold
8,224
– – 0.29% 25
2015
Q1 		$489K Hold
8,224
– – 0.31% 27
2014
Q4 		$485K Buy
+8,224
New +$464K 0.29% 38

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

Diversified Portfolios Inc's IJS Position: Q2 2026 in Review

Diversified Portfolios Inc opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,496 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings. This is a return to the name: Diversified Portfolios Inc previously reported a position in IJS as recently as Q4 2021.

Diversified Portfolios Inc first reported a position in IJS in Q4 2014 and has held it in 29 quarters since. The position peaked at $573K in Q2 2021. 887 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Diversified Portfolios Inc held 1,496 shares of iShares S&P Small-Cap 600 Value ETF worth $204K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Diversified Portfolios Inc position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Diversified Portfolios Inc's portfolio in Q2 2026, its #197 holding.
  • Diversified Portfolios Inc first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 29 quarters since.
  • Diversified Portfolios Inc's iShares S&P Small-Cap 600 Value ETF position peaked at $573K in Q2 2021.
  • 887 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.