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

RWA 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	$980K	Buy	7,168 +212	+3%	+$27.3K	0.01%	351
2026 Q1	$824K	Sell	6,956 -57	-0.8%	-$6.89K	0.01%	372
2025 Q4	$798K	Buy	7,013 +2,079	+42%	+$233K	0.01%	373
2025 Q3	$546K	Buy	4,934 +1,989	+68%	+$211K	0.01%	426
2025 Q2	$293K	Hold	2,945	–	–	﹤0.01%	514
2025 Q1	$287K	Sell	2,945 -1,999	-40%	-$211K	﹤0.01%	487
2024 Q4	$537K	Buy	4,944 +1,976	+67%	+$219K	0.01%	404
2024 Q3	$320K	Sell	2,968 -1,923	-39%	-$200K	﹤0.01%	469
2024 Q2	$476K	Sell	4,891 -9	-0.2%	-$885	0.01%	396
2024 Q1	$503K	Buy	4,900 +107	+2%	+$10.6K	0.01%	394
2023 Q4	$494K	Hold	4,793	–	–	0.01%	381
2023 Q3	$428K	Hold	4,793	–	–	0.01%	286
2023 Q2	$456K	Buy	+4,793	New	+$438K	0.01%	238
2020 Q1	–	Sell	-3,464	Closed	-$278K	–	226
2019 Q4	$278K	Hold	3,464	–	–	0.03%	202
2019 Q3	$260K	Hold	3,464	–	–	0.03%	205
2019 Q2	$257K	Hold	3,464	–	–	0.03%	201
2019 Q1	$256K	Sell	3,464 -18,236	-84%	-$1.35M	0.03%	198
2018 Q4	$1.43M	Buy	+21,700	New	+$1.61M	0.19%	100
2018 Q3	–	Sell	-1,418	Closed	-$116K	–	461
2018 Q2	$116K	Buy	1,418 +304	+27%	+$24.3K	0.01%	299
2018 Q1	$84K	Buy	+1,114	New	+$85.7K	0.01%	278

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

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

RWA Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3% in Q2 2026, buying an estimated $27.3K and bringing the position to 7,168 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #351.

RWA Wealth Partners first reported a position in IJS in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.43M in Q4 2018. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

RWA Wealth Partners held 7,168 shares of iShares S&P Small-Cap 600 Value ETF worth $980K as of Q2 2026.
RWA Wealth Partners bought 212 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $27.3K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #351 holding.
RWA Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2018 and has held it in 20 quarters since.
RWA Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $1.43M in Q4 2018.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.