MassMutual Private Wealth & Trust’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$2.18K	Hold	17	–	–	﹤0.01%	1915
2026 Q2	$2.32K	Buy	+17	New	+$2.19K	﹤0.01%	1961
2025 Q1	–	Sell	-2,500	Closed	-$272K	–	2416
2024 Q4	$272K	Hold	2,500	–	–	0.01%	405
2024 Q3	$269K	Hold	2,500	–	–	0.01%	366
2024 Q2	$243K	Buy	2,500 +2,100	+525%	+$206K	0.01%	378
2024 Q1	$41.1K	Hold	400	–	–	﹤0.01%	659
2023 Q4	$41.2K	Sell	400 -150	-27%	-$13.7K	﹤0.01%	648
2023 Q3	$49.1K	Hold	550	–	–	﹤0.01%	598
2023 Q2	$52.3K	Hold	550	–	–	﹤0.01%	537
2023 Q1	$51.5K	Hold	550	–	–	﹤0.01%	518
2022 Q4	$50K	Sell	550 -304	-36%	-$28K	﹤0.01%	481
2022 Q3	$70K	Buy	854 +304	+55%	+$28.1K	﹤0.01%	433
2022 Q2	$49K	Buy	550 +250	+83%	+$24K	﹤0.01%	472
2022 Q1	$31K	Hold	300	–	–	﹤0.01%	525
2021 Q4	$31K	Sell	300 -75	-20%	-$7.86K	﹤0.01%	536
2021 Q3	$38K	Hold	375	–	–	﹤0.01%	517
2021 Q2	$40K	Hold	375	–	–	﹤0.01%	500
2021 Q1	$38K	Sell	375 -79	-17%	-$7.48K	﹤0.01%	463
2020 Q4	$37K	Hold	454	–	–	﹤0.01%	467
2020 Q3	$28K	Hold	454	–	–	﹤0.01%	466
2020 Q2	$27K	Hold	454	–	–	﹤0.01%	448
2020 Q1	$23K	Buy	+454	New	+$31.5K	﹤0.01%	432
2016 Q2	–	Sell	-212	Closed	-$12K	–	869
2016 Q1	$12K	Buy	+212	New	+$11K	﹤0.01%	504

Other funds holding IJS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MassMutual Private Wealth & Trust's IJS Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 17 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

MassMutual Private Wealth & Trust first reported a position in IJS in Q1 2016 and has held it in 23 quarters since. The position peaked at $272K in Q4 2024. 624 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

MassMutual Private Wealth & Trust held 17 shares of iShares S&P Small-Cap 600 Value ETF worth $2.18K as of Q3 2026.
MassMutual Private Wealth & Trust left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1915 holding.
MassMutual Private Wealth & Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2016 and has held it in 23 quarters since.
MassMutual Private Wealth & Trust's iShares S&P Small-Cap 600 Value ETF position peaked at $272K in Q4 2024.
624 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.