McGlone Suttner Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

McGlone Suttner Wealth Management’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	$520K	Hold	3,806	–	–	0.06%	128
2026 Q1	$451K	Hold	3,806	–	–	0.06%	130
2025 Q4	$433K	Hold	3,806	–	–	0.06%	127
2025 Q3	$421K	Hold	3,806	–	–	0.06%	133
2025 Q2	$379K	Hold	3,806	–	–	0.06%	137
2025 Q1	$371K	Hold	3,806	–	–	0.06%	134
2024 Q4	$413K	Hold	3,806	–	–	0.07%	118
2024 Q3	$410K	Buy	3,806 +100	+3%	+$10.4K	0.09%	116
2024 Q2	$382K	Sell	3,706 -100	-3%	-$9.83K	0.08%	103
2024 Q1	$391K	Buy	3,806 +100	+3%	+$9.92K	0.07%	113
2023 Q4	$382K	Hold	3,706	–	–	0.08%	103
2023 Q3	$331K	Hold	3,706	–	–	0.08%	99
2023 Q2	$352K	Hold	3,706	–	–	0.08%	96
2023 Q1	$347K	Sell	3,706 -30	-0.8%	-$2.93K	0.09%	94
2022 Q4	$341K	Buy	+3,736	New	+$344K	0.11%	89

Other funds holding IJS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

McGlone Suttner Wealth Management's IJS Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 3,806 shares worth $520K. The position accounts for 0.06% of the portfolio, ranked #128.

McGlone Suttner Wealth Management first reported a position in IJS in Q4 2022 and has held it in 15 quarters since. 379 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

McGlone Suttner Wealth Management held 3,806 shares of iShares S&P Small-Cap 600 Value ETF worth $520K as of Q2 2026.
McGlone Suttner Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #128 holding.
McGlone Suttner Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
379 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.