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

Rice Partnership’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	$23.8K	Sell	174 -93	-35%	-$12K	﹤0.01%	159
2026 Q1	$31.6K	Sell	267 -203	-43%	-$24.5K	﹤0.01%	155
2025 Q4	$53.4K	Hold	470	–	–	0.01%	142
2025 Q3	$52K	Buy	470 +370	+370%	+$39.3K	0.01%	144
2025 Q2	$9.95K	Hold	100	–	–	﹤0.01%	159
2025 Q1	$9.75K	Hold	100	–	–	﹤0.01%	139
2024 Q4	$10.9K	Hold	100	–	–	﹤0.01%	154
2024 Q3	$10.8K	Hold	100	–	–	﹤0.01%	159
2024 Q2	$9.73K	Hold	100	–	–	﹤0.01%	141
2024 Q1	$10.3K	Hold	100	–	–	﹤0.01%	132
2023 Q4	$10.3K	Hold	100	–	–	﹤0.01%	120
2023 Q3	$8.92K	Hold	100	–	–	﹤0.01%	122
2023 Q2	$9.51K	Hold	100	–	–	﹤0.01%	130
2023 Q1	$9.36K	Hold	100	–	–	﹤0.01%	116
2022 Q4	$9.13K	Hold	100	–	–	﹤0.01%	110
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	120
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	115
2022 Q1	$10K	Hold	100	–	–	﹤0.01%	127
2021 Q4	$10K	Hold	100	–	–	﹤0.01%	132
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	124
2021 Q2	$11K	Hold	100	–	–	﹤0.01%	123
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	108
2020 Q4	$8K	Hold	100	–	–	﹤0.01%	109
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	90
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	86
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	95
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	95
2019 Q3	$8K	Hold	100	–	–	0.01%	101
2019 Q2	$7K	Buy	+100	New	+$7.42K	﹤0.01%	97

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

Rice Partnership's IJS Position: Q2 2026 in Review

Rice Partnership reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 35% in Q2 2026, selling an estimated $12K and leaving 174 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Rice Partnership first reported a position in IJS in Q2 2019 and has held it in 29 quarters since. The position peaked at $53.4K in Q4 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Rice Partnership held 174 shares of iShares S&P Small-Cap 600 Value ETF worth $23.8K as of Q2 2026.
Rice Partnership sold 93 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $12K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Rice Partnership's portfolio in Q2 2026, its #159 holding.
Rice Partnership first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2019 and has held it in 29 quarters since.
Rice Partnership's iShares S&P Small-Cap 600 Value ETF position peaked at $53.4K in Q4 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.