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

Sherman Wealth Management’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 		$932K Sell
6,819
-99
-1% -$12.8K 0.7% 37
2026
Q1 		$819K Buy
6,918
+13
+0.2% +$1.57K 0.7% 36
2025
Q4 		$785K Buy
+6,905
New +$774K 0.68% 38

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sherman Wealth Management's IJS Position: Q2 2026 in Review

Sherman Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.4% in Q2 2026, selling an estimated $12.8K and leaving 6,819 shares worth $932K. The position accounts for 0.7% of the portfolio, ranked #37.

Sherman Wealth Management first reported a position in IJS in Q4 2025 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Sherman Wealth Management held 6,819 shares of iShares S&P Small-Cap 600 Value ETF worth $932K as of Q2 2026.
  • Sherman Wealth Management sold 99 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $12.8K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.7% of Sherman Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Sherman Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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