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

Market Street Wealth Management 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 		$667K Sell
4,882
-288
-6% -$37.2K 0.09% 68
2026
Q1 		$612K Sell
5,170
-15
-0.3% -$1.81K 0.1% 66
2025
Q4 		$590K Sell
5,185
-90
-2% -$10.1K 0.09% 68
2025
Q3 		$583K Sell
5,275
-843
-14% -$89.5K 0.09% 70
2025
Q2 		$609K Sell
6,118
-640
-9% -$60.4K 0.1% 65
2025
Q1 		$659K Sell
6,758
-21
-0.3% -$2.22K 0.11% 62
2024
Q4 		$736K Sell
6,779
-63
-0.9% -$6.98K 0.12% 57
2024
Q3 		$737K Sell
6,842
-1,125
-14% -$117K 0.12% 56
2024
Q2 		$775K Sell
7,967
-355
-4% -$34.9K 0.13% 57
2024
Q1 		$855K Sell
8,322
-19
-0.2% -$1.89K 0.15% 58
2023
Q4 		$860K Sell
8,341
-1,965
-19% -$179K 0.18% 57
2023
Q3 		$920K Sell
10,306
-1,322
-11% -$126K 0.24% 52
2023
Q2 		$1.11M Sell
11,628
-777
-6% -$71K 0.28% 51
2023
Q1 		$1.16M Sell
12,405
-4,335
-26% -$424K 0.31% 49
2022
Q4 		$1.53M Sell
16,740
-3,817
-19% -$351K 0.44% 43
2022
Q3 		$1.7M Sell
20,557
-49,726
-71% -$4.6M 0.54% 39
2022
Q2 		$6.26M Buy
70,283
+48,501
+223% +$4.65M 1.93% 11
2022
Q1 		$2.23M Sell
21,782
-4,330
-17% -$441K 0.79% 26
2021
Q4 		$2.73M Sell
26,112
-7,939
-23% -$832K 0.89% 23
2021
Q3 		$3.43M Sell
34,051
-2,598
-7% -$262K 1.36% 20
2021
Q2 		$3.86M Sell
36,649
-11,040
-23% -$1.15M 1.7% 16
2021
Q1 		$4.8M Sell
47,689
-3,856
-7% -$365K 2.84% 11
2020
Q4 		$4.19M Sell
51,545
-2,721
-5% -$198K 3.27% 9
2020
Q3 		$3.32M Sell
54,266
-3,848
-7% -$242K 2.97% 10
2020
Q2 		$3.5M Buy
58,114
+15,698
+37% +$880K 3.19% 8
2020
Q1 		$2.12M Sell
42,416
-10,324
-20% -$716K 2.28% 15
2019
Q4 		$4.24M Sell
52,740
-90
-0.2% -$6.98K 3.87% 7
2019
Q3 		$3.97M Buy
52,830
+11,044
+26% +$812K 3.86% 9
2019
Q2 		$3.15M Sell
41,786
-5,048
-11% -$374K 3.04% 10
2019
Q1 		$3.46M Buy
46,834
+9,922
+27% +$733K 3.45% 10
2018
Q4 		$2.43M Buy
+36,912
New +$2.74M 2.72% 11

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

Market Street Wealth Management Advisors's IJS Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.6% in Q2 2026, selling an estimated $37.2K and leaving 4,882 shares worth $667K. The position accounts for 0.09% of the portfolio, ranked #68.

Market Street Wealth Management Advisors first reported a position in IJS in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.26M in Q2 2022. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Market Street Wealth Management Advisors held 4,882 shares of iShares S&P Small-Cap 600 Value ETF worth $667K as of Q2 2026.
  • Market Street Wealth Management Advisors sold 288 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $37.2K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.09% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #68 holding.
  • Market Street Wealth Management Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Market Street Wealth Management Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $6.26M in Q2 2022.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.