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

SIMA Wealth Partners’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	$12.2K	Hold	89	–	–	0.01%	111
2026 Q1	$10.5K	Sell	89 -20	-18%	-$2.42K	0.01%	113
2025 Q4	$12.4K	Sell	109 -163	-60%	-$18.3K	0.01%	108
2025 Q3	$30.1K	Sell	272 -118	-30%	-$12.5K	0.02%	95
2025 Q2	$38.8K	Sell	390 -50	-11%	-$4.72K	0.03%	83
2025 Q1	$42.9K	Hold	440	–	–	0.04%	88
2024 Q4	$47.8K	Sell	440 -100	-19%	-$11.1K	0.04%	90
2024 Q3	$58.2K	Hold	540	–	–	0.05%	81
2024 Q2	$52.5K	Buy	+540	New	+$53.1K	0.05%	81

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

SIMA Wealth Partners's IJS Position: Q2 2026 in Review

SIMA Wealth Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 89 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #111.

SIMA Wealth Partners first reported a position in IJS in Q2 2024 and has held it in 9 quarters since. The position peaked at $58.2K in Q3 2024. 880 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

SIMA Wealth Partners held 89 shares of iShares S&P Small-Cap 600 Value ETF worth $12.2K as of Q2 2026.
SIMA Wealth Partners left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #111 holding.
SIMA Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $58.2K in Q3 2024.
880 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.