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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Founders Grove Wealth Partners's IJS Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.4% in Q1 2026, selling an estimated $9.66K and leaving 5,497 shares worth $651K. The position accounts for 0.15% of the portfolio, ranked #88.

Founders Grove Wealth Partners first reported a position in IJS in Q4 2024 and has held it in 6 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Founders Grove Wealth Partners held 5,497 shares of iShares S&P Small-Cap 600 Value ETF worth $651K as of Q1 2026.
Founders Grove Wealth Partners sold 80 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $9.66K.
iShares S&P Small-Cap 600 Value ETF made up 0.15% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #88 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 6 quarters since.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.