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 Q2	$272K	Sell	1,987 -19	-0.9%	-$2.45K	﹤0.01%	327
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 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

Facet Wealth Inc's IJS Position: Q2 2026 in Review

Facet Wealth Inc reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.95% in Q2 2026, selling an estimated $2.45K and leaving 1,987 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Facet Wealth Inc first reported a position in IJS in Q2 2025 and has held it in 5 quarters since. The position peaked at $292K in Q4 2025. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Facet Wealth Inc held 1,987 shares of iShares S&P Small-Cap 600 Value ETF worth $272K as of Q2 2026.
Facet Wealth Inc sold 19 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.45K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #327 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 5 quarters since.
Facet Wealth Inc's iShares S&P Small-Cap 600 Value ETF position peaked at $292K in Q4 2025.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.