MWM
IJS icon

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

Mission 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 		$8.19M Buy
59,948
+33,302
+125% +$4.3M 0.1% 126
2026
Q1 		$3.16M Sell
26,646
-1,711
-6% -$207K 0.06% 155
2025
Q4 		$3.22M Sell
28,357
-18,488
-39% -$2.07M 0.06% 162
2025
Q3 		$5.18M Sell
46,845
-2,111
-4% -$224K 0.1% 112
2025
Q2 		$4.87M Sell
48,956
-9,774
-17% -$923K 0.1% 118
2025
Q1 		$5.73M Buy
+58,730
New +$6.2M 0.14% 92
2024
Q4 		– Sell
-1,861
Closed -$200K – 691
2024
Q3 		$200K Buy
+1,861
New +$193K ﹤0.01% 640
2024
Q2 		– Sell
-1,958
Closed -$201K – 704
2024
Q1 		$201K Sell
1,958
-591
-23% -$58.7K 0.01% 650
2023
Q4 		$263K Buy
+2,549
New +$232K 0.01% 499
2021
Q1 		– Sell
-6,552
Closed -$533K – 452
2020
Q4 		$533K Buy
6,552
+394
+6% +$28.6K 0.03% 229
2020
Q3 		$377K Hold
6,158
– – 0.03% 239
2020
Q2 		$371K Sell
6,158
-468
-7% -$26.2K 0.03% 216
2020
Q1 		$331K Sell
6,626
-850
-11% -$58.9K 0.04% 201
2019
Q4 		$601K Buy
7,476
+408
+6% +$31.6K 0.06% 166
2019
Q3 		$531K Sell
7,068
-490
-6% -$36K 0.06% 163
2019
Q2 		$562K Buy
7,558
+130
+2% +$9.64K 0.06% 157
2019
Q1 		$548K Hold
7,428
– – 0.06% 155
2018
Q4 		$490K Buy
7,428
+420
+6% +$31.2K 0.06% 150
2018
Q3 		$585K Buy
7,008
+454
+7% +$38.4K 0.08% 135
2018
Q2 		$535K Buy
6,554
+566
+9% +$45.3K 0.08% 130
2018
Q1 		$452K Buy
+5,988
New +$461K 0.07% 125

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

Mission Wealth Management's IJS Position: Q2 2026 in Review

Mission Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 125% in Q2 2026, buying an estimated $4.3M and bringing the position to 59,948 shares worth $8.19M. The position accounts for 0.1% of the portfolio, ranked #126.

Mission Wealth Management first reported a position in IJS in Q1 2018 and has held it in 21 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Mission Wealth Management held 59,948 shares of iShares S&P Small-Cap 600 Value ETF worth $8.19M as of Q2 2026.
  • Mission Wealth Management bought 33,302 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $4.3M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Mission Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Mission Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2018 and has held it in 21 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.