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

Gen-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 		$328K Hold
2,401
– – 0.09% 187
2026
Q1 		$284K Sell
2,401
-33
-1% -$3.99K 0.09% 215
2025
Q4 		$277K Hold
2,434
– – 0.09% 227
2025
Q3 		$269K Hold
2,434
– – 0.09% 214
2025
Q2 		$242K Buy
2,434
+40
+2% +$3.78K 0.09% 196
2025
Q1 		$233K Buy
2,394
+238
+11% +$25.1K 0.1% 190
2024
Q4 		$234K Hold
2,156
– – 0.1% 196
2024
Q3 		$232K Hold
2,156
– – 0.1% 202
2024
Q2 		$210K Hold
2,156
– – 0.1% 200
2024
Q1 		$222K Buy
+2,156
New +$214K 0.11% 193

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

Gen-Wealth Partners's IJS Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,401 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #187.

Gen-Wealth Partners first reported a position in IJS in Q1 2024 and has held it in 10 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Gen-Wealth Partners held 2,401 shares of iShares S&P Small-Cap 600 Value ETF worth $328K as of Q2 2026.
  • Gen-Wealth Partners 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 0.09% of Gen-Wealth Partners's portfolio in Q2 2026, its #187 holding.
  • Gen-Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.