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

RMG Wealth Management’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	$6.54K	Hold	47	–	–	﹤0.01%	322
2026 Q1	$6.04K	Sell	47 -4,278	-99%	-$517K	﹤0.01%	359
2025 Q4	$471K	Buy	4,325 +4,278	+9,102%	+$479K	0.06%	31
2025 Q3	$5.22K	Sell	47 -255	-84%	-$27.1K	﹤0.01%	251
2025 Q2	$31K	Buy	+302	New	+$28.5K	﹤0.01%	164

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

RMG Wealth Management's IJS Position: Q2 2026 in Review

RMG Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 47 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

RMG Wealth Management first reported a position in IJS in Q2 2025 and has held it in 5 quarters since. The position peaked at $471K in Q4 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

RMG Wealth Management held 47 shares of iShares S&P Small-Cap 600 Value ETF worth $6.54K as of Q2 2026.
RMG Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #322 holding.
RMG Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
RMG Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $471K 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 RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.