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

EPG 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	$6.83K	Hold	50	–	–	﹤0.01%	292
2026 Q1	$5.92K	Hold	50	–	–	﹤0.01%	295
2025 Q4	$5.69K	Hold	50	–	–	﹤0.01%	292
2025 Q3	$5.53K	Hold	50	–	–	﹤0.01%	295
2025 Q2	$4.97K	Hold	50	–	–	﹤0.01%	290
2025 Q1	$4.87K	Hold	50	–	–	﹤0.01%	393
2024 Q4	$5.43K	Hold	50	–	–	﹤0.01%	396
2024 Q3	$5.38K	Buy	+50	New	+$5.19K	﹤0.01%	392
2024 Q2	–	Sell	-50	Closed	-$4.91K	–	415
2024 Q1	$5.14K	Hold	50	–	–	﹤0.01%	409
2023 Q4	$4.83K	Hold	50	–	–	﹤0.01%	396
2023 Q3	$4.46K	Hold	50	–	–	﹤0.01%	392
2023 Q2	$4.75K	Hold	50	–	–	﹤0.01%	382
2023 Q1	$4.68K	Hold	50	–	–	﹤0.01%	390
2022 Q4	$4.57K	Hold	50	–	–	﹤0.01%	355
2022 Q3	$4K	Buy	+50	New	+$4.63K	﹤0.01%	359
2022 Q2	–	Sell	-152	Closed	-$16K	–	299
2022 Q1	$16K	Buy	152 +1	+0.7%	+$102	0.01%	339
2021 Q4	$16K	Hold	151	–	–	0.01%	343
2021 Q3	$15K	Buy	+151	New	+$15.2K	0.01%	319
2020 Q2	–	Sell	-18	Closed	-$1K	–	435
2020 Q1	$1K	Sell	18 -142	-89%	-$9.84K	﹤0.01%	740
2019 Q4	$13K	Buy	+160	New	+$12.4K	0.01%	397

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

EPG Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 50 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

EPG Wealth Management first reported a position in IJS in Q4 2019 and has held it in 20 quarters since. The position peaked at $16K in Q1 2022. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

EPG Wealth Management held 50 shares of iShares S&P Small-Cap 600 Value ETF worth $6.83K as of Q2 2026.
EPG Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #292 holding.
EPG Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $16K in Q1 2022.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.