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Estate Planners Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-29
Closed -$3.27K – 224
2025
Q4 		$3.27K Buy
+29
New +$3.25K ﹤0.01% 372

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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Estate Planners Group's IJS Position: Q1 2026 in Review

Estate Planners Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 29 shares — an estimated $3.27K sold.

Estate Planners Group first reported a position in IJS in Q4 2025 and held it in 1 quarter. The position peaked at $3.27K in Q4 2025. 849 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Estate Planners Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 29 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $3.27K.
  • Estate Planners Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares S&P Small-Cap 600 Value ETF position peaked at $3.27K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.