LWM
IJS icon

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

LJI 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 		$508K Sell
3,718
-16
-0.4% -$2.06K 0.07% 112
2026
Q1 		$442K Hold
3,734
– – 0.07% 115
2025
Q4 		$425K Hold
3,734
– – 0.06% 121
2025
Q3 		$413K Sell
3,734
-833
-18% -$88.5K 0.07% 104
2025
Q2 		$454K Buy
4,567
+411
+10% +$38.8K 0.08% 102
2025
Q1 		$405K Sell
4,156
-46
-1% -$4.85K 0.08% 102
2024
Q4 		$456K Sell
4,202
-2,386
-36% -$264K 0.09% 97
2024
Q3 		$709K Sell
6,588
-169
-3% -$17.6K 0.14% 73
2024
Q2 		$657K Buy
6,757
+2
+0% +$197 0.15% 73
2024
Q1 		$694K Buy
6,755
+2
+0% +$198 0.18% 59
2023
Q4 		$696K Buy
6,753
+4
+0.1% +$364 0.18% 66
2023
Q3 		$602K Sell
6,749
-605
-8% -$57.6K 0.17% 69
2023
Q2 		$699K Buy
7,354
+57
+0.8% +$5.21K 0.2% 56
2023
Q1 		$683K Sell
7,297
-142
-2% -$13.9K 0.22% 51
2022
Q4 		$679K Buy
+7,439
New +$685K 0.24% 47

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

LJI Wealth Management's IJS Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.43% in Q2 2026, selling an estimated $2.06K and leaving 3,718 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #112.

LJI Wealth Management first reported a position in IJS in Q4 2022 and has held it in 15 quarters since. The position peaked at $709K in Q3 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • LJI Wealth Management held 3,718 shares of iShares S&P Small-Cap 600 Value ETF worth $508K as of Q2 2026.
  • LJI Wealth Management sold 16 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.06K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #112 holding.
  • LJI Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $709K in Q3 2024.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.