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Retirement Planning Company of New England’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Retirement Planning Company of New England’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 		$534K Sell
3,910
-148
-4% -$19.1K 0.19% 134
2026
Q1 		$481K Sell
4,058
-200
-5% -$24.2K 0.2% 132
2025
Q4 		$484K Sell
4,258
-188
-4% -$21.1K 0.19% 130
2025
Q3 		$492K Sell
4,446
-300
-6% -$31.9K 0.2% 133
2025
Q2 		$472K Sell
4,746
-7
-0.1% -$661 0.21% 135
2025
Q1 		$463K Hold
4,753
– – 0.23% 129
2024
Q4 		$516K Hold
4,753
– – 0.25% 116
2024
Q3 		$512K Sell
4,753
-200
-4% -$20.8K 0.25% 115
2024
Q2 		$482K Sell
4,953
-20
-0.4% -$1.97K 0.26% 107
2024
Q1 		$511K Buy
4,973
+50
+1% +$4.96K 0.28% 110
2023
Q4 		$507K Buy
4,923
+96
+2% +$8.75K 0.23% 115
2023
Q3 		$431K Sell
4,827
-96
-2% -$9.14K 0.24% 113
2023
Q2 		$468K Buy
4,923
+50
+1% +$4.57K 0.27% 110
2023
Q1 		$456K Sell
4,873
-50
-1% -$4.88K 0.28% 113
2022
Q4 		$450K Hold
4,923
– – 0.29% 110
2022
Q3 		$405K Buy
4,923
+10
+0.2% +$925 0.29% 111
2022
Q2 		$437K Buy
4,913
+10
+0.2% +$959 0.3% 108
2022
Q1 		$502K Sell
4,903
-119
-2% -$12.1K 0.28% 111
2021
Q4 		$524K Buy
+5,022
New +$526K 0.26% 113

Other funds holding IJS

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Retirement Planning Company of New England's IJS Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.6% in Q2 2026, selling an estimated $19.1K and leaving 3,910 shares worth $534K. The position accounts for 0.19% of the portfolio, ranked #134.

Retirement Planning Company of New England first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 617 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Retirement Planning Company of New England held 3,910 shares of iShares S&P Small-Cap 600 Value ETF worth $534K as of Q2 2026.
  • Retirement Planning Company of New England sold 148 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $19.1K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.19% of Retirement Planning Company of New England's portfolio in Q2 2026, its #134 holding.
  • Retirement Planning Company of New England first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.