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

Dogwood 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 		$199K Buy
1,456
+1
+0.1% +$129 0.08% 77
2026
Q1 		$172K Buy
1,455
+1
+0.1% +$121 0.07% 96
2025
Q4 		$165K Sell
1,454
-39
-3% -$4.37K 0.07% 93
2025
Q3 		$165K Buy
1,493
+210
+16% +$22.3K 0.08% 95
2025
Q2 		$132K Buy
1,283
+2
+0.2% +$189 0.06% 94
2025
Q1 		$125K Buy
1,281
+1
+0.1% +$106 0.07% 94
2024
Q4 		$139K Sell
1,280
-50
-4% -$5.54K 0.07% 92
2024
Q3 		$143K Buy
1,330
+5
+0.4% +$519 0.08% 90
2024
Q2 		$129K Sell
1,325
-489
-27% -$48.1K 0.08% 91
2024
Q1 		$186K Sell
1,814
-494
-21% -$49K 0.13% 78
2023
Q4 		$238K Buy
+2,308
New +$210K 0.19% 72

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

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

Dogwood Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.07% in Q2 2026, buying an estimated $129 and bringing the position to 1,456 shares worth $199K. The position accounts for 0.08% of the portfolio, ranked #77.

Dogwood Wealth Management first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. The position peaked at $238K in Q4 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Dogwood Wealth Management held 1,456 shares of iShares S&P Small-Cap 600 Value ETF worth $199K as of Q2 2026.
  • Dogwood Wealth Management bought 1 iShares S&P Small-Cap 600 Value ETF share in Q2 2026, an estimated $129.
  • iShares S&P Small-Cap 600 Value ETF made up 0.08% of Dogwood Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Dogwood Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $238K in Q4 2023.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.