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

Founders Grove Wealth Partners’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	$698K	Sell	5,110 -387	-7%	-$49.9K	0.14%	98
2026 Q1	$651K	Sell	5,497 -80	-1%	-$9.66K	0.15%	88
2025 Q4	$634K	Sell	5,577 -265	-5%	-$29.7K	0.14%	89
2025 Q3	$646K	Buy	5,842 +2,083	+55%	+$221K	0.15%	89
2025 Q2	$374K	Sell	3,759 -711	-16%	-$67.1K	0.09%	105
2025 Q1	$436K	Buy	4,470 +231	+5%	+$24.4K	0.12%	91
2024 Q4	$460K	Buy	+4,239	New	+$470K	0.13%	88

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

Founders Grove Wealth Partners's IJS Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 7% in Q2 2026, selling an estimated $49.9K and leaving 5,110 shares worth $698K. The position accounts for 0.14% of the portfolio, ranked #98.

Founders Grove Wealth Partners first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Founders Grove Wealth Partners held 5,110 shares of iShares S&P Small-Cap 600 Value ETF worth $698K as of Q2 2026.
Founders Grove Wealth Partners sold 387 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $49.9K.
iShares S&P Small-Cap 600 Value ETF made up 0.14% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #98 holding.
Founders Grove Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.