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Harbor Asset Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Harbor Asset Planning’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 		$164K Buy
1,200
+5
+0.4% +$645 0.12% 115
2026
Q1 		$141K Buy
1,195
+3
+0.3% +$362 0.12% 113
2025
Q4 		$136K Sell
1,192
-65
-5% -$7.29K 0.12% 113
2025
Q3 		$139K Buy
1,257
+7
+0.6% +$743 0.12% 113
2025
Q2 		$124K Buy
+1,250
New +$118K 0.12% 115

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

Harbor Asset Planning's IJS Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.42% in Q2 2026, buying an estimated $645 and bringing the position to 1,200 shares worth $164K. The position accounts for 0.12% of the portfolio, ranked #115.

Harbor Asset Planning first reported a position in IJS in Q2 2025 and has held it in 5 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Harbor Asset Planning held 1,200 shares of iShares S&P Small-Cap 600 Value ETF worth $164K as of Q2 2026.
  • Harbor Asset Planning bought 5 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $645.
  • iShares S&P Small-Cap 600 Value ETF made up 0.12% of Harbor Asset Planning's portfolio in Q2 2026, its #115 holding.
  • Harbor Asset Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.