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

IAG 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	$41.5K	Hold	350	–	–	﹤0.01%	227
2025 Q4	$39.8K	Hold	350	–	–	﹤0.01%	233
2025 Q3	$38.7K	Hold	350	–	–	﹤0.01%	240
2025 Q2	$34.8K	Hold	350	–	–	﹤0.01%	231
2025 Q1	$34.1K	Sell	350 -379	-52%	-$40K	0.01%	224
2024 Q4	$79.2K	Hold	729	–	–	0.01%	158
2024 Q3	$78.5K	Hold	729	–	–	0.01%	154
2024 Q2	$70.9K	Sell	729 -739	-50%	-$72.6K	0.01%	153
2024 Q1	$151K	Buy	1,468 +1,024	+231%	+$102K	0.03%	102
2023 Q4	$45.8K	Hold	444	–	–	0.01%	168
2023 Q3	$39.6K	Hold	444	–	–	0.01%	163
2023 Q2	$42.2K	Buy	+444	New	+$40.6K	0.01%	171

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

IAG Wealth Partners's IJS Position: Q1 2026 in Review

IAG Wealth Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 350 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

IAG Wealth Partners first reported a position in IJS in Q2 2023 and has held it in 12 quarters since. The position peaked at $151K in Q1 2024. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

IAG Wealth Partners held 350 shares of iShares S&P Small-Cap 600 Value ETF worth $41.5K as of Q1 2026.
IAG Wealth Partners left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #227 holding.
IAG Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2023 and has held it in 12 quarters since.
IAG Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $151K in Q1 2024.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.