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

Modern 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	$349K	Sell	2,552 -409,286	-99%	-$52.8M	﹤0.01%	824
2026 Q1	$48.9M	Buy	411,838 +408,412	+11,921%	+$49.3M	0.84%	27
2025 Q4	$390K	Sell	3,426 -150	-4%	-$16.8K	0.01%	602
2025 Q3	$395K	Sell	3,576 -885	-20%	-$94K	0.01%	564
2025 Q2	$444K	Sell	4,461 -15,649	-78%	-$1.48M	0.01%	509
2025 Q1	$1.96M	Buy	20,110 +15,462	+333%	+$1.63M	0.06%	207
2024 Q4	$505K	Buy	4,648 +1,250	+37%	+$139K	0.02%	363
2024 Q3	$366K	Sell	3,398 -103	-3%	-$10.7K	0.02%	305
2024 Q2	$341K	Buy	3,501 +78	+2%	+$7.67K	0.03%	282
2024 Q1	$352K	Sell	3,423 -449	-12%	-$44.6K	0.03%	220
2023 Q4	$399K	Buy	+3,872	New	+$353K	0.05%	110

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

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

Modern Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 99% in Q2 2026, selling an estimated $52.8M and leaving 2,552 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Modern Wealth Management first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.9M in Q1 2026. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Modern Wealth Management held 2,552 shares of iShares S&P Small-Cap 600 Value ETF worth $349K as of Q2 2026.
Modern Wealth Management sold 409,286 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $52.8M.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #824 holding.
Modern Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $48.9M in Q1 2026.
881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.