IFWM
IJS icon

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

Institute for 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 		$89K Buy
+651
New +$84K 0.01% 713
2020
Q1 		– Sell
-200
Closed -$16K – 524
2019
Q4 		$16K Buy
+200
New +$15.5K ﹤0.01% 578

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

Institute for Wealth Management's IJS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 651 shares worth $89K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IJS as recently as Q4 2019.

Institute for Wealth Management first reported a position in IJS in Q4 2019 and has held it in 2 quarters since. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Institute for Wealth Management held 651 shares of iShares S&P Small-Cap 600 Value ETF worth $89K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #713 holding.
  • Institute for Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 2 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.