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

Sax Wealth Advisors’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 		$7.71M Buy
65,132
+4,202
+7% +$542K 0.31% 58
2026
Q1 		$6.93M Hold
60,930
– – 0.34% 55
2025
Q4 		$6.93M Sell
60,930
-684
-1% -$76.7K 0.33% 57
2025
Q3 		$6.81M Sell
61,614
-3,506
-5% -$372K 0.37% 44
2025
Q2 		$6.48M Sell
65,120
-13,925
-18% -$1.32M 0.39% 40
2025
Q1 		$7.71M Sell
79,045
-680
-0.9% -$71.7K 0.55% 29
2024
Q4 		$8.66M Sell
79,725
-903
-1% -$100K 0.68% 25
2024
Q3 		$8.68M Sell
80,628
-909
-1% -$94.4K 0.77% 23
2024
Q2 		$7.93M Sell
81,537
-1,734
-2% -$170K 0.76% 24
2024
Q1 		$8.56M Sell
83,271
-6,056
-7% -$601K 1% 19
2023
Q4 		$9.21M Sell
89,327
-985
-1% -$89.8K 1.5% 18
2023
Q3 		$8.06M Sell
90,312
-3,201
-3% -$305K 1.59% 15
2023
Q2 		$8.89M Sell
93,513
-5,938
-6% -$543K 1.77% 15
2023
Q1 		$9.31M Sell
99,451
-873
-0.9% -$85.3K 2.02% 12
2022
Q4 		$9.16M Sell
100,324
-200
-0.2% -$18.4K 2.12% 12
2022
Q3 		$8.29M Sell
100,524
-2,961
-3% -$274K 2.13% 13
2022
Q2 		$9.21M Sell
103,485
-3,793
-4% -$364K 2.34% 10
2022
Q1 		$11M Sell
107,278
-53,120
-33% -$5.41M 2.66% 9
2021
Q4 		$16.8M Buy
160,398
+2,692
+2% +$282K 3.49% 7
2021
Q3 		$15.9M Buy
157,706
+1,662
+1% +$168K 3.77% 6
2021
Q2 		$16.5M Sell
156,044
-676
-0.4% -$70.7K 5.64% 3
2021
Q1 		$15.8M Buy
156,720
+7,221
+5% +$684K 5.78% 2
2020
Q4 		$12.2M Buy
+149,499
New +$10.9M 5.59% 3

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Sax Wealth Advisors's IJS Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.9% in Q2 2026, buying an estimated $542K and bringing the position to 65,132 shares worth $7.71M. The position accounts for 0.31% of the portfolio, ranked #58.

Sax Wealth Advisors first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.8M in Q4 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Sax Wealth Advisors held 65,132 shares of iShares S&P Small-Cap 600 Value ETF worth $7.71M as of Q2 2026.
  • Sax Wealth Advisors bought 4,202 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $542K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.31% of Sax Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Sax Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $16.8M in Q4 2021.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.