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Joseph P. Lucia & Associates’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Joseph P. Lucia & Associates’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 		$247K Hold
1,804
– – 0.07% 163
2026
Q1 		$214K Hold
1,804
– – 0.08% 157
2025
Q4 		$205K Buy
+1,804
New +$202K 0.07% 157
2025
Q1 		– Sell
-1,844
Closed -$200K – 145
2024
Q4 		$200K Buy
+1,844
New +$204K 0.09% 140
2022
Q3 		– Sell
-2,014
Closed -$179K – 252
2022
Q2 		$179K Hold
2,014
– – 0.13% 106
2022
Q1 		$206K Hold
2,014
– – 0.13% 116
2021
Q4 		$210K Hold
2,014
– – 0.13% 121
2021
Q3 		$203K Hold
2,014
– – 0.12% 124
2021
Q2 		$212K Hold
2,014
– – 0.13% 121
2021
Q1 		$203K Hold
2,014
– – 0.09% 111
2020
Q4 		$164K Buy
+2,014
New +$146K 0.11% 115
2020
Q3 		– Sell
-2,014
Closed -$121K – 250
2020
Q2 		$121K Hold
2,014
– – 0.11% 121
2020
Q1 		$101K Sell
2,014
-50
-2% -$3.47K 0.11% 116
2019
Q4 		$166K Buy
2,064
+330
+19% +$25.6K 0.15% 105
2019
Q3 		$130K Buy
1,734
+200
+13% +$14.7K 0.13% 108
2019
Q2 		$114K Sell
1,534
-92
-6% -$6.83K 0.12% 115
2019
Q1 		$124K Buy
+1,626
New +$120K 0.21% 75

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

Joseph P. Lucia & Associates's IJS Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 1,804 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #163.

Joseph P. Lucia & Associates first reported a position in IJS in Q1 2019 and has held it in 17 quarters since. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Joseph P. Lucia & Associates held 1,804 shares of iShares S&P Small-Cap 600 Value ETF worth $247K as of Q2 2026.
  • Joseph P. Lucia & Associates left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #163 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 17 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.