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

Sagespring 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	$266K	Buy	1,944 +114	+6%	+$14.7K	﹤0.01%	738
2026 Q1	$217K	Hold	1,830	–	–	﹤0.01%	761
2025 Q4	$208K	Sell	1,830 -49	-3%	-$5.49K	﹤0.01%	757
2025 Q3	$208K	Buy	+1,879	New	+$200K	﹤0.01%	713
2025 Q2	–	Sell	-2,332	Closed	-$227K	–	724
2025 Q1	$227K	Sell	2,332 -1,330	-36%	-$140K	0.01%	605
2024 Q4	$398K	Buy	+3,662	New	+$406K	0.01%	398

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

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

Sagespring Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,944 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Sagespring Wealth Partners first reported a position in IJS in Q4 2024 and has held it in 6 quarters since. The position peaked at $398K in Q4 2024. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Sagespring Wealth Partners held 1,944 shares of iShares S&P Small-Cap 600 Value ETF worth $266K as of Q2 2026.
Sagespring Wealth Partners bought 114 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $14.7K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #738 holding.
Sagespring Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $398K in Q4 2024.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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