PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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	$399K	Hold	2,917	–	–	0.11%	124
2026 Q1	$346K	Hold	2,917	–	–	0.1%	125
2025 Q4	$332K	Sell	2,917 -978	-25%	-$110K	0.1%	126
2025 Q3	$431K	Sell	3,895 -300	-7%	-$31.9K	0.14%	94
2025 Q2	$417K	Hold	4,195	–	–	0.14%	93
2025 Q1	$409K	Buy	4,195 +150	+4%	+$15.8K	0.15%	93
2024 Q4	$439K	Buy	4,045 +3,895	+2,597%	+$432K	0.18%	87
2024 Q3	$16.1K	Buy	+150	New	+$15.6K	0.01%	278

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IJS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,917 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #124.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IJS in Q3 2024 and has held it in 8 quarters since. The position peaked at $439K in Q4 2024. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,917 shares of iShares S&P Small-Cap 600 Value ETF worth $399K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.11% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #124 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 8 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares S&P Small-Cap 600 Value ETF position peaked at $439K in Q4 2024.
584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.