Morton Brown Family Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Morton Brown Family Wealth’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	$315K	Hold	2,304	–	–	0.07%	53
2026 Q1	$273K	Hold	2,304	–	–	0.07%	51
2025 Q4	$262K	Hold	2,304	–	–	0.07%	55
2025 Q3	$255K	Hold	2,304	–	–	0.07%	52
2025 Q2	$229K	Hold	2,304	–	–	0.07%	54
2025 Q1	$225K	Hold	2,304	–	–	0.08%	52
2024 Q4	$250K	Hold	2,304	–	–	0.09%	54
2024 Q3	$248K	Sell	2,304 -412	-15%	-$42.8K	0.09%	49
2024 Q2	$285K	Sell	2,716 -216	-7%	-$21.2K	0.11%	43
2024 Q1	$301K	Sell	2,932 -1,524	-34%	-$151K	0.12%	41
2023 Q4	$459K	Sell	4,456 -195	-4%	-$17.8K	0.2%	37
2023 Q3	$415K	Sell	4,651 -638	-12%	-$60.8K	0.21%	36
2023 Q2	$503K	Sell	5,289 -4,602	-47%	-$421K	0.27%	33
2023 Q1	$926K	Buy	9,891 +57	+0.6%	+$5.57K	0.55%	24
2022 Q4	$898K	Buy	9,834 +4,855	+98%	+$447K	0.61%	24
2022 Q3	$411K	Buy	4,979 +4,790	+2,534%	+$443K	0.33%	33
2022 Q2	$17K	Buy	+189	New	+$18.1K	0.01%	95

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

Morton Brown Family Wealth's IJS Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,304 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #53.

Morton Brown Family Wealth first reported a position in IJS in Q2 2022 and has held it in 17 quarters since. The position peaked at $926K in Q1 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Morton Brown Family Wealth held 2,304 shares of iShares S&P Small-Cap 600 Value ETF worth $315K as of Q2 2026.
Morton Brown Family Wealth left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.07% of Morton Brown Family Wealth's portfolio in Q2 2026, its #53 holding.
Morton Brown Family Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 17 quarters since.
Morton Brown Family Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $926K in Q1 2023.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.