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 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

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FCB

First County Bank Stamford, Connecticut $213M AUM 31.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's IJS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 17 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #1961 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in IJS as recently as Q4 2024.

MassMutual Private Wealth & Trust first reported a position in IJS in Q1 2016 and has held it in 22 quarters since. The position peaked at $272K in Q4 2024. 143 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

MassMutual Private Wealth & Trust held 17 shares of iShares S&P Small-Cap 600 Value ETF worth $2.32K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new MassMutual Private Wealth & Trust position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1961 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 22 quarters since.
MassMutual Private Wealth & Trust's iShares S&P Small-Cap 600 Value ETF position peaked at $272K in Q4 2024.
143 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.