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

Jeppson 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	$237K	Hold	2,000	–	–	0.07%	204
2025 Q4	$227K	Hold	2,000	–	–	0.07%	201
2025 Q3	$221K	Buy	+2,000	New	+$212K	0.07%	199
2025 Q1	–	Sell	-2,000	Closed	-$217K	–	212
2024 Q4	$217K	Hold	2,000	–	–	0.08%	185
2024 Q3	$215K	Buy	+2,000	New	+$208K	0.08%	190
2024 Q2	–	Sell	-2,000	Closed	-$206K	–	209
2024 Q1	$206K	Hold	2,000	–	–	0.08%	194
2023 Q4	$206K	Buy	+2,000	New	+$182K	0.09%	194
2022 Q3	–	Sell	-2,500	Closed	-$223K	–	202
2022 Q2	$223K	Hold	2,500	–	–	0.1%	165
2022 Q1	$255K	Hold	2,500	–	–	0.12%	143
2021 Q4	$261K	Hold	2,500	–	–	0.13%	135
2021 Q3	$251K	Hold	2,500	–	–	0.13%	128
2021 Q2	$263K	Hold	2,500	–	–	0.14%	124
2021 Q1	$251K	Hold	2,500	–	–	0.15%	122
2020 Q4	$203K	Buy	2,500 +500	+25%	+$36.3K	0.14%	131
2020 Q3	$122K	Buy	+2,000	New	+$126K	0.1%	156

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

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

Jeppson Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 2,000 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #204.

Jeppson Wealth Management first reported a position in IJS in Q3 2020 and has held it in 15 quarters since. The position peaked at $263K in Q2 2021. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Jeppson Wealth Management held 2,000 shares of iShares S&P Small-Cap 600 Value ETF worth $237K as of Q1 2026.
Jeppson Wealth Management 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 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #204 holding.
Jeppson Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and has held it in 15 quarters since.
Jeppson Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $263K in Q2 2021.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.