MWA
IJS icon

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

Medallion Wealth 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
Q1 		$35.5K Hold
300
– – 0.01% 539
2025
Q4 		$34.1K Hold
300
– – 0.01% 536
2025
Q3 		$33.2K Hold
300
– – 0.01% 540
2025
Q2 		$30.6K Hold
300
– – 0.01% 548
2025
Q1 		$29.3K Hold
300
– – 0.01% 519
2024
Q4 		$32.6K Buy
+300
New +$33.3K 0.02% 477

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Medallion Wealth Advisors's IJS Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 300 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #539.

Medallion Wealth Advisors first reported a position in IJS in Q4 2024 and has held it in 6 quarters since. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Medallion Wealth Advisors held 300 shares of iShares S&P Small-Cap 600 Value ETF worth $35.5K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #539 holding.
  • Medallion Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.