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

Principia Wealth Advisory’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	$11.3K	Sell	83 -56	-40%	-$7.22K	0.01%	235
2026 Q1	$16.5K	Hold	139	–	–	0.01%	172
2025 Q4	$15.8K	Sell	139 -54	-28%	-$6.05K	0.01%	167
2025 Q3	$21.3K	Hold	193	–	–	0.01%	159
2025 Q2	$19.2K	Hold	193	–	–	0.02%	137
2025 Q1	$17.5K	Hold	193	–	–	0.02%	115
2024 Q4	$21K	Buy	+193	New	+$21.4K	0.02%	109

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

Principia Wealth Advisory's IJS Position: Q2 2026 in Review

Principia Wealth Advisory reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 40% in Q2 2026, selling an estimated $7.22K and leaving 83 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #235.

Principia Wealth Advisory first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.3K in Q3 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Principia Wealth Advisory held 83 shares of iShares S&P Small-Cap 600 Value ETF worth $11.3K as of Q2 2026.
Principia Wealth Advisory sold 56 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $7.22K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #235 holding.
Principia Wealth Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $21.3K in Q3 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.