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

Evoke 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 		– Sell
-7,602
Closed -$901K – 307
2026
Q1 		$901K Sell
7,602
-12
-0.2% -$1.45K 0.02% 291
2025
Q4 		$866K Buy
7,614
+47
+0.6% +$5.27K 0.02% 291
2025
Q3 		$837K Sell
7,567
-783
-9% -$83.2K 0.02% 277
2025
Q2 		$831K Buy
8,350
+6,187
+286% +$584K 0.02% 256
2025
Q1 		$211K Hold
2,163
– – 0.01% 412
2024
Q4 		$235K Hold
2,163
– – 0.01% 383
2024
Q3 		$233K Buy
+2,163
New +$225K 0.01% 374
2024
Q2 		– Sell
-2,163
Closed -$222K – 232
2024
Q1 		$222K Buy
+2,163
New +$215K 0.01% 367
2022
Q4 		– Sell
-1,869
Closed -$154K – 733
2022
Q3 		$154K Sell
1,869
-31
-2% -$2.87K 0.01% 360
2022
Q2 		$169K Hold
1,900
– – 0.01% 335
2022
Q1 		$195K Hold
1,900
– – 0.01% 359
2021
Q4 		$199K Hold
1,900
– – 0.01% 363
2021
Q3 		$191K Sell
1,900
-8,000
-81% -$808K 0.01% 341
2021
Q2 		$1.04M Hold
9,900
– – 0.04% 171
2021
Q1 		$997K Hold
9,900
– – 0.05% 156
2020
Q4 		$805K Hold
9,900
– – 0.05% 111
2020
Q3 		$606K Buy
9,900
+8,000
+421% +$503K 0.05% 116
2020
Q2 		$114K Hold
1,900
– – 0.01% 257
2020
Q1 		$94.9K Buy
+1,900
New +$132K 0.01% 265
2019
Q4 		– Sell
-1,900
Closed -$143K – 1332
2019
Q3 		$143K Buy
+1,900
New +$140K 0.02% 313

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Evoke Wealth's IJS Position: Q2 2026 in Review

Evoke Wealth sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 7,602 shares — an estimated $901K sold.

Evoke Wealth first reported a position in IJS in Q3 2019 and held it in 20 quarters. The position peaked at $1.04M in Q2 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Evoke Wealth reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 7,602 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $901K.
  • Evoke Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2019 and held it in 20 quarters.
  • Evoke Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $1.04M in Q2 2021.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.