Golden State Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Golden State Wealth Management’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	$15.2K	Hold	111	–	–	﹤0.01%	1011
2026 Q1	$13.1K	Hold	111	–	–	﹤0.01%	1022
2025 Q4	$12.6K	Hold	111	–	–	﹤0.01%	1046
2025 Q3	$12.3K	Hold	111	–	–	﹤0.01%	1054
2025 Q2	$11K	Sell	111 -4	-3%	-$378	﹤0.01%	1055
2025 Q1	$11.2K	Hold	115	–	–	﹤0.01%	970
2024 Q4	$12.5K	Buy	+115	New	+$12.7K	﹤0.01%	901
2020 Q2	–	Sell	-30	Closed	-$1K	–	580
2020 Q1	$1K	Buy	+30	New	+$2.08K	﹤0.01%	916

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

Golden State Wealth Management's IJS Position: Q2 2026 in Review

Golden State Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 111 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Golden State Wealth Management first reported a position in IJS in Q1 2020 and has held it in 8 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Golden State Wealth Management held 111 shares of iShares S&P Small-Cap 600 Value ETF worth $15.2K as of Q2 2026.
Golden State Wealth Management 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 ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1011 holding.
Golden State Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 8 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.