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

Inlight 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	$230K	Sell	1,940 -1,588	-45%	-$192K	0.09%	43
2025 Q4	$401K	Hold	3,528	–	–	0.15%	35
2025 Q3	$390K	Hold	3,528	–	–	0.18%	35
2025 Q2	$351K	Hold	3,528	–	–	0.18%	37
2025 Q1	$344K	Hold	3,528	–	–	0.21%	33
2024 Q4	$383K	Buy	+3,528	New	+$391K	0.25%	34

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

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

Inlight Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 45% in Q1 2026, selling an estimated $192K and leaving 1,940 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #43.

Inlight Wealth Management first reported a position in IJS in Q4 2024 and has held it in 6 quarters since. The position peaked at $401K in Q4 2025. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Inlight Wealth Management held 1,940 shares of iShares S&P Small-Cap 600 Value ETF worth $230K as of Q1 2026.
Inlight Wealth Management sold 1,588 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $192K.
iShares S&P Small-Cap 600 Value ETF made up 0.09% of Inlight Wealth Management's portfolio in Q1 2026, its #43 holding.
Inlight Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 6 quarters since.
Inlight Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $401K in Q4 2025.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.