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

SHP 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
Q1 		$132K Hold
1,118
– – 0.01% 337
2025
Q4 		$127K Buy
+1,118
New +$125K 0.01% 317

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

SHP Wealth Management's IJS Position: Q1 2026 in Review

SHP Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 1,118 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #337.

SHP Wealth Management first reported a position in IJS in Q4 2025 and has held it in 2 quarters since. 848 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • SHP Wealth Management held 1,118 shares of iShares S&P Small-Cap 600 Value ETF worth $132K as of Q1 2026.
  • SHP Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #337 holding.
  • SHP Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 848 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.