LSPW
IJS icon

Lake Street Private Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Lake Street Private Wealth’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 		$10.1M Sell
85,090
-15,883
-16% -$1.92M 1.28% 16
2025
Q4 		$11.5M Buy
100,973
+9,402
+10% +$1.05M 1.4% 13
2025
Q3 		$10.1M Buy
91,571
+2,212
+2% +$235K 1.31% 14
2025
Q2 		$8.89M Buy
89,359
+737
+0.8% +$69.6K 1.27% 14
2025
Q1 		$8.64M Buy
88,622
+2,786
+3% +$294K 1.41% 11
2024
Q4 		$9.32M Buy
85,836
+25,558
+42% +$2.83M 1.49% 12
2024
Q3 		$6.49M Buy
60,278
+5,386
+10% +$559K 1.04% 20
2024
Q2 		$5.34M Buy
54,892
+2,047
+4% +$201K 0.69% 30
2024
Q1 		$5.43M Buy
+52,845
New +$5.24M 0.75% 30

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return