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

LMG Wealth Partners’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 		$2.29M Hold
19,316
– – 0.42% 70
2025
Q4 		$2.2M Hold
19,316
– – 0.41% 71
2025
Q3 		$2.14M Buy
+19,316
New +$2.05M 0.4% 71

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

LMG Wealth Partners's IJS Position: Q1 2026 in Review

LMG Wealth Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 19,316 shares worth $2.29M. The position accounts for 0.42% of the portfolio, ranked #70.

LMG Wealth Partners first reported a position in IJS in Q3 2025 and has held it in 3 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • LMG Wealth Partners held 19,316 shares of iShares S&P Small-Cap 600 Value ETF worth $2.29M as of Q1 2026.
  • LMG Wealth Partners left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.42% of LMG Wealth Partners's portfolio in Q1 2026, its #70 holding.
  • LMG Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.