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

EverSource Wealth Advisors’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	$67.4K	Sell	493 -81	-14%	-$10.4K	﹤0.01%	1594
2026 Q1	$68K	Sell	574 -1,698	-75%	-$205K	﹤0.01%	1671
2025 Q4	$258K	Buy	2,272 +440	+24%	+$49.3K	0.01%	832
2025 Q3	$203K	Buy	1,832 +1,700	+1,288%	+$181K	0.01%	896
2025 Q2	$13.1K	Hold	132	–	–	﹤0.01%	2617
2025 Q1	$12.9K	Sell	132 -13	-9%	-$1.37K	﹤0.01%	1967
2024 Q4	$15.7K	Buy	145 +132	+1,015%	+$14.6K	﹤0.01%	1755
2024 Q3	$1.4K	Hold	13	–	–	﹤0.01%	2640
2024 Q2	$1.41K	Hold	13	–	–	﹤0.01%	2648
2024 Q1	$1.25K	Sell	13 -26	-67%	-$2.58K	﹤0.01%	2514
2023 Q4	$4.02K	Buy	39 +26	+200%	+$2.37K	﹤0.01%	1946
2023 Q3	$1.16K	Hold	13	–	–	﹤0.01%	2157
2023 Q2	$1.24K	Hold	13	–	–	﹤0.01%	2151
2023 Q1	$1.22K	Buy	+13	New	+$1.27K	﹤0.01%	2066
2022 Q3	–	Sell	-2,312	Closed	-$214K	–	2038
2022 Q2	$206K	Buy	+2,312	New	+$222K	0.05%	253

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

EverSource Wealth Advisors's IJS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 14% in Q2 2026, selling an estimated $10.4K and leaving 493 shares worth $67.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

EverSource Wealth Advisors first reported a position in IJS in Q2 2022 and has held it in 15 quarters since. The position peaked at $258K in Q4 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

EverSource Wealth Advisors held 493 shares of iShares S&P Small-Cap 600 Value ETF worth $67.4K as of Q2 2026.
EverSource Wealth Advisors sold 81 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $10.4K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1594 holding.
EverSource Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $258K in Q4 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.