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

Greenup Street 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	–	Sell	-2,789	Closed	-$330K	–	150
2026 Q1	$330K	Buy	2,789 +520	+23%	+$62.8K	0.05%	105
2025 Q4	$258K	Sell	2,269 -4,739	-68%	-$531K	0.04%	108
2025 Q3	$775K	Buy	7,008 +4,245	+154%	+$451K	0.12%	83
2025 Q2	$275K	Buy	2,763 +102	+4%	+$9.63K	0.05%	90
2025 Q1	$259K	Buy	2,661 +675	+34%	+$71.2K	0.05%	91
2024 Q4	$216K	Sell	1,986 -42,776	-96%	-$4.74M	0.04%	93
2024 Q3	$4.82M	Buy	44,762 +42,335	+1,744%	+$4.4M	0.99%	27
2024 Q2	$236K	Buy	+2,427	New	+$239K	0.06%	79
2022 Q2	–	Sell	-40,638	Closed	-$4.16M	–	89
2022 Q1	$4.16M	Buy	+40,638	New	+$4.14M	2.3%	11

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

Greenup Street Wealth Management's IJS Position: Q2 2026 in Review

Greenup Street Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 2,789 shares — an estimated $330K sold.

Greenup Street Wealth Management first reported a position in IJS in Q1 2022 and held it in 9 quarters. The position peaked at $4.82M in Q3 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Greenup Street Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
Greenup Street Wealth Management sold 2,789 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $330K.
Greenup Street Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 9 quarters.
Greenup Street Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $4.82M in Q3 2024.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.