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

Mosaic Family Wealth Partners’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	$817K	Buy	5,977 +17	+0.3%	+$2.19K	0.05%	232
2026 Q1	$706K	Sell	5,960 -269	-4%	-$32.5K	0.07%	146
2025 Q4	$708K	Buy	6,229 +21	+0.3%	+$2.35K	0.08%	121
2025 Q3	$685K	Buy	6,208 +21	+0.3%	+$2.23K	0.08%	115
2025 Q2	$616K	Buy	+6,187	New	+$584K	0.08%	117
2025 Q1	–	Sell	-1,977	Closed	-$215K	–	221
2024 Q4	$215K	Sell	1,977 -13	-0.7%	-$1.44K	0.03%	194
2024 Q3	$214K	Buy	+1,990	New	+$207K	0.03%	192
2024 Q2	–	Sell	-2,019	Closed	-$207K	–	204
2024 Q1	$207K	Sell	2,019 -21	-1%	-$2.08K	0.03%	196
2023 Q4	$210K	Buy	+2,040	New	+$186K	0.04%	185

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

Mosaic Family Wealth Partners's IJS Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.29% in Q2 2026, buying an estimated $2.19K and bringing the position to 5,977 shares worth $817K. The position accounts for 0.05% of the portfolio, ranked #232.

Mosaic Family Wealth Partners first reported a position in IJS in Q4 2023 and has held it in 9 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Mosaic Family Wealth Partners held 5,977 shares of iShares S&P Small-Cap 600 Value ETF worth $817K as of Q2 2026.
Mosaic Family Wealth Partners bought 17 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.19K.
iShares S&P Small-Cap 600 Value ETF made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #232 holding.
Mosaic Family Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 9 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.