Sequent Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sequent Planning’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	$2.22M	Buy	16,217 +154	+1%	+$19.9K	0.47%	56
2026 Q1	$1.9M	Sell	16,063 -5	-0%	-$604	0.46%	56
2025 Q4	$1.83M	Buy	16,068 +1,054	+7%	+$118K	0.47%	55
2025 Q3	$1.66M	Sell	15,014 -28,692	-66%	-$3.05M	0.47%	45
2025 Q2	$4.35M	Buy	43,706 +3,491	+9%	+$330K	1.38%	18
2025 Q1	$3.92M	Buy	40,215 +3,438	+9%	+$363K	1.41%	19
2024 Q4	$3.99M	Sell	36,777 -3,885	-10%	-$431K	1.47%	17
2024 Q3	$4.38M	Sell	40,662 -3,614	-8%	-$375K	1.51%	17
2024 Q2	$4.26M	Buy	44,276 +2,801	+7%	+$275K	1.46%	18
2024 Q1	$4.26M	Buy	+41,475	New	+$4.12M	1.54%	13

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

Sequent Planning's IJS Position: Q2 2026 in Review

Sequent Planning increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.96% in Q2 2026, buying an estimated $19.9K and bringing the position to 16,217 shares worth $2.22M. The position accounts for 0.47% of the portfolio, ranked #56.

Sequent Planning first reported a position in IJS in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.38M in Q3 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Sequent Planning held 16,217 shares of iShares S&P Small-Cap 600 Value ETF worth $2.22M as of Q2 2026.
Sequent Planning bought 154 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $19.9K.
iShares S&P Small-Cap 600 Value ETF made up 0.47% of Sequent Planning's portfolio in Q2 2026, its #56 holding.
Sequent Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's iShares S&P Small-Cap 600 Value ETF position peaked at $4.38M in Q3 2024.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.