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

Empirical 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 		$5.88M Buy
43,034
+493
+1% +$63.6K 0.09% 140
2026
Q1 		$5.04M Hold
42,541
– – 0.09% 146
2025
Q4 		$4.84M Hold
42,541
– – 0.09% 148
2025
Q3 		$4.7M Hold
42,541
– – 0.09% 146
2025
Q2 		$4.23M Sell
42,541
-2,600
-6% -$246K 0.1% 141
2025
Q1 		$4.4M Buy
45,141
+1,738
+4% +$183K 0.11% 134
2024
Q4 		$4.71M Hold
43,403
– – 0.13% 122
2024
Q3 		$4.67M Sell
43,403
-2,256
-5% -$234K 0.13% 120
2024
Q2 		$4.44M Buy
45,659
+851
+2% +$83.6K 0.13% 118
2024
Q1 		$4.6M Sell
44,808
-1,004
-2% -$99.6K 0.14% 115
2023
Q4 		$4.72M Sell
45,812
-41
-0.1% -$3.74K 0.16% 108
2023
Q3 		$4.09M Sell
45,853
-469
-1% -$44.7K 0.16% 105
2023
Q2 		$4.4M Buy
46,322
+915
+2% +$83.6K 0.18% 100
2023
Q1 		$4.25M Sell
45,407
-3,433
-7% -$335K 0.18% 94
2022
Q4 		$4.46M Sell
48,840
-150
-0.3% -$13.8K 0.21% 87
2022
Q3 		$4.04M Sell
48,990
-2,760
-5% -$255K 0.21% 85
2022
Q2 		$4.61M Buy
51,750
+2,490
+5% +$239K 0.24% 78
2022
Q1 		$5.04M Sell
49,260
-250
-0.5% -$25.5K 0.25% 70
2021
Q4 		$5.17M Sell
49,510
-2,054
-4% -$215K 0.26% 68
2021
Q3 		$5.19M Hold
51,564
– – 0.3% 59
2021
Q2 		$5.44M Sell
51,564
-40
-0.1% -$4.18K 0.33% 55
2021
Q1 		$5.2M Hold
51,604
– – 0.42% 44
2020
Q4 		$4.2M Hold
51,604
– – 0.32% 51
2020
Q3 		$3.16M Buy
51,604
+904
+2% +$56.8K 0.27% 58
2020
Q2 		$3.05M Buy
50,700
+12,962
+34% +$727K 0.28% 54
2020
Q1 		$1.89M Buy
+37,738
New +$2.62M 0.21% 73

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Empirical Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.2% in Q2 2026, buying an estimated $63.6K and bringing the position to 43,034 shares worth $5.88M. The position accounts for 0.09% of the portfolio, ranked #140.

Empirical Wealth Management first reported a position in IJS in Q1 2020 and has held it in 26 quarters since. 402 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Empirical Wealth Management held 43,034 shares of iShares S&P Small-Cap 600 Value ETF worth $5.88M as of Q2 2026.
  • Empirical Wealth Management bought 493 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $63.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.09% of Empirical Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Empirical Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 402 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.