Net Worth Advisory Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Net Worth Advisory Group’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	$265K	Sell	1,935 -15,619	-89%	-$2.01M	0.07%	317
2026 Q1	$2.08M	Buy	17,554 +24	+0.1%	+$2.9K	0.43%	50
2025 Q4	$1.99M	Buy	17,530 +15,513	+769%	+$1.74M	0.4%	55
2025 Q3	$223K	Sell	2,017 -15,923	-89%	-$1.69M	0.06%	362
2025 Q2	$1.78M	Buy	+17,940	New	+$1.69M	0.4%	55
2024 Q4	–	Sell	-1,918	Closed	-$206K	–	396
2024 Q3	$206K	Buy	+1,918	New	+$199K	0.06%	367

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

Net Worth Advisory Group's IJS Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 89% in Q2 2026, selling an estimated $2.01M and leaving 1,935 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #317.

Net Worth Advisory Group first reported a position in IJS in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.08M in Q1 2026. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Net Worth Advisory Group held 1,935 shares of iShares S&P Small-Cap 600 Value ETF worth $265K as of Q2 2026.
Net Worth Advisory Group sold 15,619 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.01M.
iShares S&P Small-Cap 600 Value ETF made up 0.07% of Net Worth Advisory Group's portfolio in Q2 2026, its #317 holding.
Net Worth Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 6 quarters since.
Net Worth Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $2.08M in Q1 2026.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.