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

Laurel Oak 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
Q2 		$356K Hold
2,606
– – 0.05% 257
2026
Q1 		$309K Buy
2,606
+845
+48% +$102K 0.05% 270
2025
Q4 		$200K Buy
+1,761
New +$197K 0.03% 349

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

Laurel Oak Wealth Management's IJS Position: Q2 2026 in Review

Laurel Oak Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,606 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #257.

Laurel Oak Wealth Management first reported a position in IJS in Q4 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Laurel Oak Wealth Management held 2,606 shares of iShares S&P Small-Cap 600 Value ETF worth $356K as of Q2 2026.
  • Laurel Oak Wealth Management 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 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Laurel Oak Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.