Newton One Investments’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Newton One Investments’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	$1.05M	Buy	7,713 +31	+0.4%	+$4K	0.27%	22
2026 Q1	$910K	Buy	7,682 +1,535	+25%	+$185K	0.25%	22
2025 Q4	$699K	Buy	6,147 +29	+0.5%	+$3.25K	0.21%	23
2025 Q3	$677K	Buy	6,118 +28	+0.5%	+$2.97K	0.2%	23
2025 Q2	$606K	Buy	6,090 +26	+0.4%	+$2.46K	0.19%	23
2025 Q1	$591K	Buy	6,064 +23	+0.4%	+$2.43K	0.21%	23
2024 Q4	$656K	Buy	6,041 +29	+0.5%	+$3.21K	0.25%	23
2024 Q3	$647K	Buy	6,012 +32	+0.5%	+$3.32K	0.26%	23
2024 Q2	$582K	Buy	5,980 +29	+0.5%	+$2.85K	0.25%	24
2024 Q1	$612K	Buy	5,951 +21	+0.4%	+$2.08K	0.27%	24
2023 Q4	$611K	Buy	5,930 +48	+0.8%	+$4.37K	0.28%	24
2023 Q3	$525K	Hold	5,882	–	–	0.31%	24
2023 Q2	$559K	Buy	5,882 +24	+0.4%	+$2.19K	0.32%	24
2023 Q1	$548K	Buy	5,858 +21	+0.4%	+$2.05K	0.33%	24
2022 Q4	$533K	Hold	5,837	–	–	0.34%	24
2022 Q3	$481K	Hold	5,837	–	–	0.34%	23
2022 Q2	$520K	Hold	5,837	–	–	0.39%	22
2022 Q1	$598K	Hold	5,837	–	–	0.44%	21
2021 Q4	$610K	Hold	5,837	–	–	0.43%	22
2021 Q3	$588K	Hold	5,837	–	–	0.44%	22
2021 Q2	$615K	Buy	+5,837	New	+$610K	0.49%	20

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

Newton One Investments's IJS Position: Q2 2026 in Review

Newton One Investments increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.4% in Q2 2026, buying an estimated $4K and bringing the position to 7,713 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #22.

Newton One Investments first reported a position in IJS in Q2 2021 and has held it in 21 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Newton One Investments held 7,713 shares of iShares S&P Small-Cap 600 Value ETF worth $1.05M as of Q2 2026.
Newton One Investments bought 31 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $4K.
iShares S&P Small-Cap 600 Value ETF made up 0.27% of Newton One Investments's portfolio in Q2 2026, its #22 holding.
Newton One Investments first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and has held it in 21 quarters since.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.