MWP
IJS icon

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

Meredith Wealth Planning’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 		$755K Sell
5,521
-70
-1% -$9.03K 0.18% 43
2026
Q1 		$662K Sell
5,591
-44
-0.8% -$5.32K 0.18% 41
2025
Q4 		$641K Buy
5,635
+65
+1% +$7.29K 0.19% 39
2025
Q3 		$616K Sell
5,570
-10
-0.2% -$1.06K 0.2% 39
2025
Q2 		$555K Buy
5,580
+15
+0.3% +$1.42K 0.2% 37
2025
Q1 		$542K Sell
5,565
-41
-0.7% -$4.33K 0.24% 33
2024
Q4 		$609K Buy
5,606
+16
+0.3% +$1.77K 0.27% 33
2024
Q3 		$602K Buy
5,590
+18
+0.3% +$1.87K 0.29% 32
2024
Q2 		$542K Buy
5,572
+52
+0.9% +$5.11K 0.28% 30
2024
Q1 		$567K Sell
5,520
-95
-2% -$9.43K 0.32% 28
2023
Q4 		$579K Buy
5,615
+132
+2% +$12K 0.36% 27
2023
Q3 		$489K Sell
5,483
-10
-0.2% -$952 0.36% 26
2023
Q2 		$522K Buy
5,493
+23
+0.4% +$2.1K 0.42% 23
2023
Q1 		$512K Buy
5,470
+3
+0.1% +$293 0.41% 24
2022
Q4 		$499K Buy
+5,467
New +$503K 0.43% 24

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 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
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Meredith Wealth Planning's IJS Position: Q2 2026 in Review

Meredith Wealth Planning reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.3% in Q2 2026, selling an estimated $9.03K and leaving 5,521 shares worth $755K. The position accounts for 0.18% of the portfolio, ranked #43.

Meredith Wealth Planning first reported a position in IJS in Q4 2022 and has held it in 15 quarters since. 426 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Meredith Wealth Planning held 5,521 shares of iShares S&P Small-Cap 600 Value ETF worth $755K as of Q2 2026.
  • Meredith Wealth Planning sold 70 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.03K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.18% of Meredith Wealth Planning's portfolio in Q2 2026, its #43 holding.
  • Meredith Wealth Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 426 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.