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Piedmont Capital Management (North Carolina)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Piedmont Capital Management (North Carolina)’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 		$2.87K Hold
21
– – ﹤0.01% 123
2026
Q1 		$2.49K Hold
21
– – ﹤0.01% 119
2025
Q4 		$2.39K Buy
+21
New +$2.35K ﹤0.01% 114

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

Piedmont Capital Management (North Carolina)'s IJS Position: Q2 2026 in Review

Piedmont Capital Management (North Carolina) held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 21 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Piedmont Capital Management (North Carolina) first reported a position in IJS in Q4 2025 and has held it in 3 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Piedmont Capital Management (North Carolina) held 21 shares of iShares S&P Small-Cap 600 Value ETF worth $2.87K as of Q2 2026.
  • Piedmont Capital Management (North Carolina) 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 Piedmont Capital Management (North Carolina)'s portfolio in Q2 2026, its #123 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q2 2026, filed 13 Aug 2026.