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

Quotient Wealth Partners’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	$511K	Sell	4,317 -241	-5%	-$29.1K	0.01%	191
2025 Q4	$518K	Sell	4,558 -27	-0.6%	-$3.03K	0.01%	191
2025 Q3	$507K	Sell	4,585 -64	-1%	-$6.8K	0.01%	192
2025 Q2	$463K	Sell	4,649 -284	-6%	-$26.8K	0.01%	199
2025 Q1	$481K	Sell	4,933 -83	-2%	-$8.76K	0.02%	182
2024 Q4	$545K	Sell	5,016 -1	-0%	-$111	0.02%	156
2024 Q3	$540K	Sell	5,017 -1,278	-20%	-$133K	0.02%	167
2024 Q2	$612K	Sell	6,295 -2,177	-26%	-$214K	0.02%	152
2024 Q1	$871K	Sell	8,472 -24,014	-74%	-$2.38M	0.03%	119
2023 Q4	$3.35M	Buy	+32,486	New	+$2.96M	0.13%	71

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 $377B AUM 19.32% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Quotient Wealth Partners's IJS Position: Q1 2026 in Review

Quotient Wealth Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.3% in Q1 2026, selling an estimated $29.1K and leaving 4,317 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #191.

Quotient Wealth Partners first reported a position in IJS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.35M in Q4 2023. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Quotient Wealth Partners held 4,317 shares of iShares S&P Small-Cap 600 Value ETF worth $511K as of Q1 2026.
Quotient Wealth Partners sold 241 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $29.1K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #191 holding.
Quotient Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $3.35M in Q4 2023.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.