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

Evergreen Private Wealth’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	$155K	Sell	1,136 -51	-4%	-$6.58K	0.06%	78
2026 Q1	$141K	Buy	1,187 +14	+1%	+$1.69K	0.06%	78
2025 Q4	$133K	Sell	1,173 -64	-5%	-$7.17K	0.05%	81
2025 Q3	$137K	Buy	1,237 +73	+6%	+$7.75K	0.06%	78
2025 Q2	$116K	Sell	1,164 -48	-4%	-$4.53K	0.05%	87
2025 Q1	$118K	Sell	1,212 -74	-6%	-$7.81K	0.06%	91
2024 Q4	$140K	Buy	1,286 +9	+0.7%	+$998	0.07%	88
2024 Q3	$137K	Buy	1,277 +53	+4%	+$5.5K	0.06%	90
2024 Q2	$119K	Sell	1,224 -1,036	-46%	-$102K	0.06%	92
2024 Q1	$232K	Sell	2,260 -862	-28%	-$85.5K	0.12%	67
2023 Q4	$322K	Buy	+3,122	New	+$284K	0.17%	62

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

Evergreen Private Wealth's IJS Position: Q2 2026 in Review

Evergreen Private Wealth reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.3% in Q2 2026, selling an estimated $6.58K and leaving 1,136 shares worth $155K. The position accounts for 0.06% of the portfolio, ranked #78.

Evergreen Private Wealth first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. The position peaked at $322K in Q4 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Evergreen Private Wealth held 1,136 shares of iShares S&P Small-Cap 600 Value ETF worth $155K as of Q2 2026.
Evergreen Private Wealth sold 51 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $6.58K.
iShares S&P Small-Cap 600 Value ETF made up 0.06% of Evergreen Private Wealth's portfolio in Q2 2026, its #78 holding.
Evergreen Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $322K 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 Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.