Prosperitas Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Prosperitas Financial’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 Q1	–	Sell	-4,478	Closed	-$509K	–	95
2025 Q4	$509K	Buy	+4,478	New	+$502K	0.2%	48
2024 Q3	–	Sell	-12,134	Closed	-$1.18M	–	70
2024 Q2	$1.18M	Sell	12,134 -45	-0.4%	-$4.42K	0.72%	39
2024 Q1	$1.25M	Buy	12,179 +839	+7%	+$83.3K	0.8%	39
2023 Q4	$1.17M	Buy	11,340 +177	+2%	+$16.1K	0.86%	39
2023 Q3	$996K	Buy	+11,163	New	+$1.06M	0.77%	39

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Prosperitas Financial's IJS Position: Q1 2026 in Review

Prosperitas Financial sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 4,478 shares — an estimated $509K sold.

Prosperitas Financial first reported a position in IJS in Q3 2023 and held it in 5 quarters. The position peaked at $1.25M in Q1 2024. 848 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Prosperitas Financial reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Prosperitas Financial sold 4,478 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $509K.
Prosperitas Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2023 and held it in 5 quarters.
Prosperitas Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $1.25M in Q1 2024.
848 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.