FWI
IJS icon

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

Facet Wealth Inc’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 		$238K Sell
2,006
-416
-17% -$50.3K ﹤0.01% 303
2025
Q4 		$292K Buy
2,422
+389
+19% +$43.6K 0.01% 223
2025
Q3 		$225K Buy
2,033
+20
+1% +$2.12K ﹤0.01% 201
2025
Q2 		$203K Buy
+2,013
New +$190K ﹤0.01% 172

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Facet Wealth Inc's IJS Position: Q1 2026 in Review

Facet Wealth Inc reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 17% in Q1 2026, selling an estimated $50.3K and leaving 2,006 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Facet Wealth Inc first reported a position in IJS in Q2 2025 and has held it in 4 quarters since. The position peaked at $292K in Q4 2025. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Facet Wealth Inc held 2,006 shares of iShares S&P Small-Cap 600 Value ETF worth $238K as of Q1 2026.
  • Facet Wealth Inc sold 416 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $50.3K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #303 holding.
  • Facet Wealth Inc first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Facet Wealth Inc's iShares S&P Small-Cap 600 Value ETF position peaked at $292K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.