Private Wealth Asset Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Private Wealth Asset Management’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	$8.2K	Hold	60	–	–	﹤0.01%	741
2026 Q1	$7.11K	Hold	60	–	–	﹤0.01%	747
2025 Q4	$6.82K	Hold	60	–	–	﹤0.01%	738
2025 Q3	$6.63K	Hold	60	–	–	﹤0.01%	722
2025 Q2	$5.97K	Hold	60	–	–	﹤0.01%	746
2025 Q1	$5.85K	Buy	+60	New	+$6.33K	﹤0.01%	718

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

Private Wealth Asset Management's IJS Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 60 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Private Wealth Asset Management first reported a position in IJS in Q1 2025 and has held it in 6 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Private Wealth Asset Management held 60 shares of iShares S&P Small-Cap 600 Value ETF worth $8.2K as of Q2 2026.
Private Wealth Asset Management 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 Private Wealth Asset Management's portfolio in Q2 2026, its #741 holding.
Private Wealth Asset Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and has held it in 6 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.