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

Nvest Wealth Strategies’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 		$3.55K Hold
26
– – ﹤0.01% 166
2026
Q1 		$3.08K Hold
26
– – ﹤0.01% 168
2025
Q4 		$2.96K Buy
+26
New +$2.91K ﹤0.01% 173

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

Nvest Wealth Strategies's IJS Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 26 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Nvest Wealth Strategies first reported a position in IJS in Q4 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Nvest Wealth Strategies held 26 shares of iShares S&P Small-Cap 600 Value ETF worth $3.55K as of Q2 2026.
  • Nvest Wealth Strategies 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 ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #166 holding.
  • Nvest Wealth Strategies first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.