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Foundation Wealth Management (Pennsylvania)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$261K Hold
1,911
– – 0.08% 94
2026
Q1 		$226K Hold
1,911
– – 0.08% 87
2025
Q4 		$217K Sell
1,911
-253
-12% -$28.4K 0.08% 91
2025
Q3 		$239K Hold
2,164
– – 0.09% 86
2025
Q2 		$215K Hold
2,164
– – 0.09% 89
2025
Q1 		$211K Hold
2,164
– – 0.1% 85
2024
Q4 		$235K Buy
+2,164
New +$240K 0.11% 81

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s IJS Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 1,911 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #94.

Foundation Wealth Management (Pennsylvania) first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 1,911 shares of iShares S&P Small-Cap 600 Value ETF worth $261K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) 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 0.08% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #94 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.