Landmark Wealth Management (New York)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Landmark Wealth Management (New York)’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	$200K	Buy	+1,691	New	+$204K	0.05%	148
2022 Q2	–	Sell	-4,716	Closed	-$243K	–	104
2022 Q1	$243K	Buy	+4,716	New	+$481K	0.13%	69

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

Landmark Wealth Management (New York)'s IJS Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026: 1,691 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #148 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in IJS as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in IJS in Q1 2022 and has held it in 2 quarters since. The position peaked at $243K in Q1 2022. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Landmark Wealth Management (New York) held 1,691 shares of iShares S&P Small-Cap 600 Value ETF worth $200K as of Q1 2026.
iShares S&P Small-Cap 600 Value ETF was a new Landmark Wealth Management (New York) position in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.05% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #148 holding.
Landmark Wealth Management (New York) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 2 quarters since.
Landmark Wealth Management (New York)'s iShares S&P Small-Cap 600 Value ETF position peaked at $243K in Q1 2022.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.