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LifeSteps Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

LifeSteps Financial’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 		$3.76M Buy
27,480
+3,239
+13% +$418K 1.75% 11
2026
Q1 		$2.87M Buy
24,241
+4,132
+21% +$499K 1.82% 14
2025
Q4 		$2.29M Sell
20,109
-37
-0.2% -$4.15K 1.46% 17
2025
Q3 		$2.23M Sell
20,146
-1,365
-6% -$145K 1.43% 16
2025
Q2 		$2.14M Buy
21,511
+930
+5% +$87.8K 1.47% 17
2025
Q1 		$2.01M Buy
20,581
+1,086
+6% +$115K 1.63% 16
2024
Q4 		$2.12M Buy
19,495
+767
+4% +$85K 1.62% 15
2024
Q3 		$2.02M Sell
18,728
-109
-0.6% -$11.3K 1.58% 14
2024
Q2 		$1.83M Sell
18,837
-3,487
-16% -$343K 1.51% 17
2024
Q1 		$2.29M Sell
22,324
-134
-0.6% -$13.3K 1.73% 12
2023
Q4 		$2.31M Buy
22,458
+69
+0.3% +$6.29K 2.05% 11
2023
Q3 		$2M Buy
22,389
+1,031
+5% +$98.2K 2.03% 11
2023
Q2 		$2.03M Sell
21,358
-163
-0.8% -$14.9K 2.01% 10
2023
Q1 		$2.01M Sell
21,521
-419
-2% -$40.9K 2.14% 11
2022
Q4 		$2M Sell
21,940
-554
-2% -$51K 2.09% 13
2022
Q3 		$1.85M Sell
22,494
-1,589
-7% -$147K 2.09% 12
2022
Q2 		$2.14M Sell
24,083
-571
-2% -$54.7K 2.24% 12
2022
Q1 		$2.52M Buy
24,654
+4,219
+21% +$430K 1.87% 16
2021
Q4 		$2.13M Sell
20,435
-11
-0.1% -$1.15K 1.51% 17
2021
Q3 		$2.06M Sell
20,446
-1,004
-5% -$101K 1.57% 17
2021
Q2 		$2.26M Sell
21,450
-461
-2% -$48.2K 1.74% 15
2021
Q1 		$2.21M Sell
21,911
-103
-0.5% -$9.75K 1.84% 14
2020
Q4 		$1.79M Sell
22,014
-354
-2% -$25.7K 1.64% 14
2020
Q3 		$1.37M Sell
22,368
-1,324
-6% -$83.2K 1.44% 15
2020
Q2 		$1.43M Buy
23,692
+2,780
+13% +$156K 1.65% 15
2020
Q1 		$1.04M Sell
20,912
-2,874
-12% -$199K 1.2% 25
2019
Q4 		$1.91M Buy
+23,786
New +$1.84M 1.8% 16

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

LifeSteps Financial's IJS Position: Q2 2026 in Review

LifeSteps Financial increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 13% in Q2 2026, buying an estimated $418K and bringing the position to 27,480 shares worth $3.76M. The position accounts for 1.75% of the portfolio, ranked #11.

LifeSteps Financial first reported a position in IJS in Q4 2019 and has held it in 27 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • LifeSteps Financial held 27,480 shares of iShares S&P Small-Cap 600 Value ETF worth $3.76M as of Q2 2026.
  • LifeSteps Financial bought 3,239 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $418K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.75% of LifeSteps Financial's portfolio in Q2 2026, its #11 holding.
  • LifeSteps Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.