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Marin Bay Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Marin Bay Wealth Advisors’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 		$1.34M Sell
9,798
-71,971
-88% -$9.28M 0.72% 30
2026
Q1 		$1.23M Buy
+81,769
New +$9.88M 0.74% 28

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

Marin Bay Wealth Advisors's IJS Position: Q2 2026 in Review

Marin Bay Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 88% in Q2 2026, selling an estimated $9.28M and leaving 9,798 shares worth $1.34M. The position accounts for 0.72% of the portfolio, ranked #30.

Marin Bay Wealth Advisors first reported a position in IJS in Q1 2026 and has held it in 2 quarters since. 882 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Marin Bay Wealth Advisors held 9,798 shares of iShares S&P Small-Cap 600 Value ETF worth $1.34M as of Q2 2026.
  • Marin Bay Wealth Advisors sold 71,971 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.28M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.72% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Marin Bay Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 882 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.