EP Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.52M | Buy |
33,055
+406
| +1% | +$52.4K | 0.02% | 403 |
|
|
2026
Q1 | $3.87M | Sell |
32,649
-1,358
| -4% | -$164K | 0.02% | 352 |
|
|
2025
Q4 | $3.87M | Buy |
+34,007
| New | +$3.81M | 0.02% | 322 |
|
|
2025
Q2 | $3.58M | Sell |
35,936
-4,191
| -10% | -$396K | 0.02% | 307 |
|
|
2025
Q1 | $3.91M | Sell |
40,127
-5,821
| -13% | -$614K | 0.03% | 252 |
|
|
2024
Q4 | $4.99M | Buy |
45,948
+9,272
| +25% | +$1.03M | 0.04% | 218 |
|
|
2024
Q3 | $3.95M | Buy |
36,676
+1,269
| +4% | +$132K | 0.03% | 250 |
|
|
2024
Q2 | $3.44M | Sell |
35,407
-2,548
| -7% | -$250K | 0.04% | 217 |
|
|
2024
Q1 | $3.9M | Buy |
37,955
+498
| +1% | +$49.4K | 0.05% | 194 |
|
|
2023
Q4 | $3.86M | Sell |
37,457
-684
| -2% | -$62.3K | 0.05% | 191 |
|
|
2023
Q3 | $3.4M | Buy |
38,141
+1,441
| +4% | +$137K | 0.05% | 186 |
|
|
2023
Q2 | $3.77M | Sell |
36,700
-61,325
| -63% | -$5.61M | 0.05% | 176 |
|
|
2023
Q1 | $9.48M | Buy |
98,025
+71,085
| +264% | +$6.95M | 0.16% | 93 |
|
|
2022
Q4 | $2.46M | Sell |
26,940
-7,377
| -21% | -$679K | 0.04% | 200 |
|
|
2022
Q3 | $2.83M | Sell |
34,317
-1,069
| -3% | -$98.9K | 0.06% | 163 |
|
|
2022
Q2 | $3.15M | Sell |
35,386
-2,605
| -7% | -$250K | 0.07% | 149 |
|
|
2022
Q1 | $3.89M | Sell |
37,991
-588
| -2% | -$59.9K | 0.09% | 135 |
|
|
2021
Q4 | $4.03M | Buy |
38,579
+28,882
| +298% | +$3.03M | 0.1% | 121 |
|
|
2021
Q3 | $976K | Buy |
9,697
+192
| +2% | +$19.4K | 0.03% | 244 |
|
|
2021
Q2 | $1M | Sell |
9,505
-267
| -3% | -$27.9K | 0.03% | 244 |
|
|
2021
Q1 | $984K | Buy |
9,772
+3,322
| +52% | +$314K | 0.03% | 227 |
|
|
2020
Q4 | $524K | Sell |
6,450
-380
| -6% | -$27.6K | 0.02% | 257 |
|
|
2020
Q3 | $418K | Sell |
6,830
-966
| -12% | -$60.7K | 0.02% | 252 |
|
|
2020
Q2 | $469K | Sell |
7,796
-2,374
| -23% | -$133K | 0.02% | 248 |
|
|
2020
Q1 | $508K | Buy |
10,170
+2,470
| +32% | +$171K | 0.02% | 250 |
|
|
2019
Q4 | $619K | Sell |
7,700
-58
| -0.7% | -$4.5K | 0.03% | 248 |
|
|
2019
Q3 | $583K | Buy |
+7,758
| New | +$570K | 0.03% | 216 |
|
|
2019
Q1 | – | Sell |
-3,212
| Closed | -$212K | – | 257 |
|
|
2018
Q4 | $212K | Hold |
3,212
| – | – | 0.02% | 240 |
|
|
2018
Q3 | $268K | Buy |
3,212
+430
| +15% | +$36.3K | 0.02% | 232 |
|
|
2018
Q2 | $227K | Buy |
+2,782
| New | +$222K | 0.02% | 170 |
|
|
2014
Q1 | – | Sell |
-4,370
| Closed | -$243K | – | 121 |
|
|
2013
Q4 | $243K | Sell |
4,370
-128
| -3% | -$6.83K | 0.06% | 108 |
|
|
2013
Q3 | $230K | Buy |
+4,498
| New | +$224K | 0.07% | 93 |
|
Other funds holding IJS
SP
PRS
PCIA
MWM
EP Wealth Advisors's IJS Position: Q2 2026 in Review
EP Wealth Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.2% in Q2 2026, buying an estimated $52.4K and bringing the position to 33,055 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #403.
EP Wealth Advisors first reported a position in IJS in Q3 2013 and has held it in 32 quarters since. The position peaked at $9.48M in Q1 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.
- EP Wealth Advisors held 33,055 shares of iShares S&P Small-Cap 600 Value ETF worth $4.52M as of Q2 2026.
- EP Wealth Advisors bought 406 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $52.4K.
- iShares S&P Small-Cap 600 Value ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #403 holding.
- EP Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2013 and has held it in 32 quarters since.
- EP Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $9.48M in Q1 2023.
- 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.