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 Q2	$223K	Sell	1,633 -58	-3%	-$7.48K	0.05%	145
2026 Q1	$200K	Buy	+1,691	New	+$204K	0.05%	148
2022 Q2	–	Sell	-2,358	Closed	-$241K	–	52
2022 Q1	$241K	Buy	+2,358	New	+$240K	0.13%	69

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Landmark Wealth Management (New York)'s IJS Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.4% in Q2 2026, selling an estimated $7.48K and leaving 1,633 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #145.

Landmark Wealth Management (New York) first reported a position in IJS in Q1 2022 and has held it in 3 quarters since. The position peaked at $241K in Q1 2022. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Landmark Wealth Management (New York) held 1,633 shares of iShares S&P Small-Cap 600 Value ETF worth $223K as of Q2 2026.
Landmark Wealth Management (New York) sold 58 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $7.48K.
iShares S&P Small-Cap 600 Value ETF made up 0.05% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #145 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 3 quarters since.
Landmark Wealth Management (New York)'s iShares S&P Small-Cap 600 Value ETF position peaked at $241K in Q1 2022.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.