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

Octavia Wealth Advisors’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	$216K	Buy	+1,580	New	+$204K	0.02%	213

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

Octavia Wealth Advisors's IJS Position: Q2 2026 in Review

Octavia Wealth Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,580 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #213 among its holdings.

884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Octavia Wealth Advisors held 1,580 shares of iShares S&P Small-Cap 600 Value ETF worth $216K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Octavia Wealth Advisors position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #213 holding.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.