Focus Partners Wealth
IJS icon

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

Focus Partners 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 		$39.2M Sell
286,626
-13,708
-5% -$1.77M 0.04% 363
2026
Q1 		$35.6M Buy
300,334
+5,583
+2% +$674K 0.04% 363
2025
Q4 		$33.5M Buy
294,751
+144,571
+96% +$16.2M 0.04% 369
2025
Q3 		$16.6M Buy
150,180
+8,807
+6% +$935K 0.03% 436
2025
Q2 		$14.1M Sell
141,373
-7,731
-5% -$730K 0.03% 433
2025
Q1 		$14.5M Sell
149,104
-483
-0.3% -$51K 0.04% 397
2024
Q4 		$16.2M Buy
149,587
+47,169
+46% +$5.23M 0.04% 360
2024
Q3 		$11M Sell
102,418
-26,526
-21% -$2.75M 0.04% 389
2024
Q2 		$12.5M Buy
128,944
+69,871
+118% +$6.87M 0.04% 323
2024
Q1 		$6.07M Buy
59,073
+49,059
+490% +$4.87M 0.05% 290
2023
Q4 		$1.03M Buy
+10,014
New +$913K 0.01% 447

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

Focus Partners Wealth's IJS Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.6% in Q2 2026, selling an estimated $1.77M and leaving 286,626 shares worth $39.2M. The position accounts for 0.04% of the portfolio, ranked #363.

Focus Partners Wealth first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Focus Partners Wealth held 286,626 shares of iShares S&P Small-Cap 600 Value ETF worth $39.2M as of Q2 2026.
  • Focus Partners Wealth sold 13,708 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.77M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #363 holding.
  • Focus Partners Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.