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Merrithew & Thorsten Inc’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Merrithew & Thorsten Inc’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 		$30K Buy
222
+1
+0.5% +$129 0.03% 58
2026
Q1 		$26K Hold
221
– – 0.02% 57
2025
Q4 		$25K Buy
+221
New +$24.8K 0.03% 54

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Merrithew & Thorsten Inc's IJS Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.45% in Q2 2026, buying an estimated $129 and bringing the position to 222 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #58.

Merrithew & Thorsten Inc first reported a position in IJS in Q4 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Merrithew & Thorsten Inc held 222 shares of iShares S&P Small-Cap 600 Value ETF worth $30K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 1 iShares S&P Small-Cap 600 Value ETF share in Q2 2026, an estimated $129.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #58 holding.
  • Merrithew & Thorsten Inc first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.