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 Q2	$600K	Buy	4,393 +76	+2%	+$9.8K	0.01%	190
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 $1.89T 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

Quotient Wealth Partners's IJS Position: Q2 2026 in Review

Quotient Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.8% in Q2 2026, buying an estimated $9.8K and bringing the position to 4,393 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #190.

Quotient Wealth Partners first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.35M in Q4 2023. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Quotient Wealth Partners held 4,393 shares of iShares S&P Small-Cap 600 Value ETF worth $600K as of Q2 2026.
Quotient Wealth Partners bought 76 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.8K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #190 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 11 quarters since.
Quotient Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $3.35M in Q4 2023.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.