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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
Q2 		$2.63M Sell
19,234
-82
-0.4% -$10.6K 0.42% 71
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 $1.89T 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

LMG Wealth Partners's IJS Position: Q2 2026 in Review

LMG Wealth Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.42% in Q2 2026, selling an estimated $10.6K and leaving 19,234 shares worth $2.63M. The position accounts for 0.42% of the portfolio, ranked #71.

LMG Wealth Partners first reported a position in IJS in Q3 2025 and has held it in 4 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • LMG Wealth Partners held 19,234 shares of iShares S&P Small-Cap 600 Value ETF worth $2.63M as of Q2 2026.
  • LMG Wealth Partners sold 82 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $10.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.42% of LMG Wealth Partners's portfolio in Q2 2026, its #71 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 4 quarters since.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.