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

Monograph 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	$455K	Hold	3,842	–	–	0.04%	100
2025 Q4	$437K	Hold	3,842	–	–	0.04%	98
2025 Q3	$425K	Hold	3,842	–	–	0.04%	103
2025 Q2	$382K	Hold	3,842	–	–	0.05%	94
2025 Q1	$375K	Hold	3,842	–	–	0.05%	83
2024 Q4	$417K	Hold	3,842	–	–	0.06%	79
2024 Q3	$414K	Hold	3,842	–	–	0.05%	81
2024 Q2	$374K	Hold	3,842	–	–	0.05%	79
2024 Q1	$395K	Hold	3,842	–	–	0.06%	113
2023 Q4	$396K	Hold	3,842	–	–	0.07%	71
2023 Q3	$345K	Hold	3,842	–	–	0.07%	85
2023 Q2	$365K	Hold	3,842	–	–	0.08%	62
2023 Q1	$360K	Hold	3,842	–	–	0.08%	62
2022 Q4	$351K	Hold	3,842	–	–	0.09%	65
2022 Q3	$317K	Hold	3,842	–	–	0.1%	55
2022 Q2	$342K	Hold	3,842	–	–	0.1%	56
2022 Q1	$393K	Hold	3,842	–	–	0.1%	59
2021 Q4	$401K	Buy	+3,842	New	+$403K	0.1%	57

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Monograph Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 3,842 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #100.

Monograph Wealth Advisors first reported a position in IJS in Q4 2021 and has held it in 18 quarters since. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Monograph Wealth Advisors held 3,842 shares of iShares S&P Small-Cap 600 Value ETF worth $455K as of Q1 2026.
Monograph 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 0.04% of Monograph Wealth Advisors's portfolio in Q1 2026, its #100 holding.
Monograph Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 18 quarters since.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.