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

Oak Harbor 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 		$13.7K Hold
100
– – 0.01% 198
2026
Q1 		$11.8K Hold
100
– – ﹤0.01% 254
2025
Q4 		$11.4K Hold
100
– – ﹤0.01% 250
2025
Q3 		$11.1K Hold
100
– – ﹤0.01% 235
2025
Q2 		$9.95K Hold
100
– – ﹤0.01% 230
2025
Q1 		$9.75K Hold
100
– – ﹤0.01% 238
2024
Q4 		$10.9K Hold
100
– – ﹤0.01% 216
2024
Q3 		$10.8K Hold
100
– – ﹤0.01% 208
2024
Q2 		$9.73K Hold
100
– – ﹤0.01% 210
2024
Q1 		$10.3K Hold
100
– – ﹤0.01% 213
2023
Q4 		$10.3K Hold
100
– – ﹤0.01% 212
2023
Q3 		$8.92K Hold
100
– – ﹤0.01% 214
2023
Q2 		$9.51K Hold
100
– – ﹤0.01% 224
2023
Q1 		$9.36K Hold
100
– – ﹤0.01% 213
2022
Q4 		$9.13K Hold
100
– – ﹤0.01% 208
2022
Q3 		$8K Sell
100
-108
-52% -$9.99K ﹤0.01% 203
2022
Q2 		$19K Hold
208
– – 0.01% 192
2022
Q1 		$21K Hold
208
– – 0.01% 203
2021
Q4 		$22K Buy
+208
New +$21.8K 0.01% 210

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Oak Harbor Wealth Partners's IJS Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 100 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #198.

Oak Harbor Wealth Partners first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. The position peaked at $22K in Q4 2021. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Oak Harbor Wealth Partners held 100 shares of iShares S&P Small-Cap 600 Value ETF worth $13.7K as of Q2 2026.
  • Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $22K in Q4 2021.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.