Measured Wealth Private Client Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Measured Wealth Private Client Group’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	$76.8K	Hold	562	–	–	0.02%	269
2026 Q1	$66.6K	Sell	562 -54	-9%	-$6.52K	0.02%	261
2025 Q4	$70.1K	Sell	616 -76	-11%	-$8.52K	0.02%	277
2025 Q3	$76.5K	Buy	+692	New	+$73.5K	0.02%	260
2021 Q3	–	Sell	-2,158	Closed	-$228K	–	167
2021 Q2	$228K	Hold	2,158	–	–	0.07%	158
2021 Q1	$217K	Buy	+2,158	New	+$204K	0.08%	147
2020 Q1	–	Sell	-5,924	Closed	-$476K	–	112
2019 Q4	$476K	Sell	5,924 -1,388	-19%	-$108K	0.32%	49
2019 Q3	$549K	Sell	7,312 -1,134	-13%	-$83.3K	0.35%	46
2019 Q2	$628K	Buy	8,446 +1,818	+27%	+$135K	0.36%	49
2019 Q1	$489K	Buy	6,628 +746	+13%	+$55.1K	0.3%	69
2018 Q4	$388K	Sell	5,882 -190	-3%	-$14.1K	0.35%	46
2018 Q3	$507K	Buy	6,072 +250	+4%	+$21.1K	0.3%	46
2018 Q2	$475K	Buy	+5,822	New	+$466K	0.39%	45

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Measured Wealth Private Client Group's IJS Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 562 shares worth $76.8K. The position accounts for 0.02% of the portfolio, ranked #269.

Measured Wealth Private Client Group first reported a position in IJS in Q2 2018 and has held it in 13 quarters since. The position peaked at $628K in Q2 2019. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Measured Wealth Private Client Group held 562 shares of iShares S&P Small-Cap 600 Value ETF worth $76.8K as of Q2 2026.
Measured Wealth Private Client Group 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 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #269 holding.
Measured Wealth Private Client Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2018 and has held it in 13 quarters since.
Measured Wealth Private Client Group's iShares S&P Small-Cap 600 Value ETF position peaked at $628K in Q2 2019.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.