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

IHT 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
Q1 		$1.74M Sell
14,667
-1,065
-7% -$129K 0.04% 415
2025
Q4 		$1.79M Sell
15,732
-219
-1% -$24.5K 0.04% 374
2025
Q3 		$1.76M Sell
15,951
-393
-2% -$41.7K 0.04% 366
2025
Q2 		$1.63M Buy
16,344
+6,324
+63% +$597K 0.04% 361
2025
Q1 		$977K Sell
10,020
-3,808
-28% -$402K 0.03% 482
2024
Q4 		$1.5M Sell
13,828
-17,666
-56% -$1.96M 0.05% 337
2024
Q3 		$3.36M Buy
31,494
+15,528
+97% +$1.61M 0.1% 218
2024
Q2 		$1.55M Sell
15,966
-2,017
-11% -$198K 0.06% 323
2024
Q1 		$1.85M Buy
17,983
+522
+3% +$51.8K 0.07% 265
2023
Q4 		$1.8M Buy
17,461
+2,603
+18% +$237K 0.08% 240
2023
Q3 		$1.33M Sell
14,858
-123
-0.8% -$11.7K 0.07% 282
2023
Q2 		$1.42M Buy
14,981
+5
+0% +$457 0.07% 256
2023
Q1 		$1.4M Buy
14,976
+1,240
+9% +$121K 0.08% 236
2022
Q4 		$1.25M Buy
13,736
+1,106
+9% +$102K 0.08% 254
2022
Q3 		$1.04M Buy
+12,630
New +$1.17M 0.08% 271
2021
Q3 		– Sell
-4,169
Closed -$439K – 886
2021
Q2 		$439K Sell
4,169
-736
-15% -$76.9K 0.03% 569
2021
Q1 		$494K Buy
4,905
+239
+5% +$22.6K 0.04% 463
2020
Q4 		$379K Buy
4,666
+350
+8% +$25.4K 0.03% 496
2020
Q3 		$264K Buy
+4,316
New +$271K 0.03% 517
2020
Q1 		– Sell
-3,222
Closed -$259K – 603
2019
Q4 		$259K Sell
3,222
-98
-3% -$7.6K 0.03% 490
2019
Q3 		$249K Sell
3,320
-398
-11% -$29.3K 0.03% 472
2019
Q2 		$276K Sell
3,718
-394
-10% -$29.2K 0.04% 416
2019
Q1 		$303K Sell
4,112
-766
-16% -$56.6K 0.05% 357
2018
Q4 		$322K Buy
4,878
+236
+5% +$17.5K 0.06% 316
2018
Q3 		$387K Buy
4,642
+780
+20% +$65.9K 0.08% 271
2018
Q2 		$315K Sell
3,862
-10,678
-73% -$854K 0.08% 292
2018
Q1 		$1.07M Buy
14,540
+774
+6% +$59.5K 0.29% 82
2017
Q4 		$1.07M Buy
13,766
+12,666
+1,151% +$954K 0.28% 93
2017
Q3 		$82K Hold
1,100
– – 0.03% 393
2017
Q2 		$68 Buy
+1,100
New +$76K 0.03% 432

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

IHT Wealth Management's IJS Position: Q1 2026 in Review

IHT Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.8% in Q1 2026, selling an estimated $129K and leaving 14,667 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #415.

IHT Wealth Management first reported a position in IJS in Q2 2017 and has held it in 30 quarters since. The position peaked at $3.36M in Q3 2024. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • IHT Wealth Management held 14,667 shares of iShares S&P Small-Cap 600 Value ETF worth $1.74M as of Q1 2026.
  • IHT Wealth Management sold 1,065 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $129K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #415 holding.
  • IHT Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2017 and has held it in 30 quarters since.
  • IHT Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $3.36M in Q3 2024.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.