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

Schneider Downs Wealth Management 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	$1.07M	Buy	7,855 +15	+0.2%	+$1.94K	0.1%	73
2026 Q1	$929K	Buy	7,840 +7	+0.1%	+$846	0.1%	71
2025 Q4	$891K	Sell	7,833 -1,019	-12%	-$114K	0.1%	72
2025 Q3	$979K	Buy	8,852 +18	+0.2%	+$1.91K	0.12%	70
2025 Q2	$879K	Buy	8,834 +4,100	+87%	+$387K	0.13%	69
2025 Q1	$461K	Buy	4,734 +14	+0.3%	+$1.48K	0.08%	90
2024 Q4	$513K	Buy	4,720 +19	+0.4%	+$2.11K	0.1%	85
2024 Q3	$506K	Buy	4,701 +20	+0.4%	+$2.08K	0.1%	83
2024 Q2	$455K	Sell	4,681 -1,002	-18%	-$98.5K	0.1%	84
2024 Q1	$584K	Buy	5,683 +18	+0.3%	+$1.79K	0.13%	67
2023 Q4	$584K	Buy	5,665 +37	+0.7%	+$3.37K	0.15%	59
2023 Q3	$502K	Hold	5,628	–	–	0.12%	58
2023 Q2	$535K	Buy	5,628 +20	+0.4%	+$1.83K	0.12%	60
2023 Q1	$525K	Buy	5,608 +17	+0.3%	+$1.66K	0.11%	64
2022 Q4	$510K	Buy	+5,591	New	+$515K	0.11%	65

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

Schneider Downs Wealth Management Advisors's IJS Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.19% in Q2 2026, buying an estimated $1.94K and bringing the position to 7,855 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #73.

Schneider Downs Wealth Management Advisors first reported a position in IJS in Q4 2022 and has held it in 15 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Schneider Downs Wealth Management Advisors held 7,855 shares of iShares S&P Small-Cap 600 Value ETF worth $1.07M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 15 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.94K.
iShares S&P Small-Cap 600 Value ETF made up 0.1% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #73 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.