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

SkyOak Wealth’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	$490K	Hold	4,136	–	–	0.09%	131
2025 Q4	$470K	Buy	4,136 +25	+0.6%	+$2.8K	0.08%	135
2025 Q3	$455K	Sell	4,111 -800	-16%	-$85K	0.09%	130
2025 Q2	$489K	Hold	4,911	–	–	0.1%	126
2025 Q1	$479K	Hold	4,911	–	–	0.1%	120
2024 Q4	$533K	Buy	4,911 +386	+9%	+$42.8K	0.11%	111
2024 Q3	$487K	Sell	4,525 -2,193	-33%	-$228K	0.11%	116
2024 Q2	$653K	Buy	+6,718	New	+$660K	0.15%	95
2021 Q1	–	Sell	-2,926	Closed	-$238K	–	243
2020 Q4	$238K	Buy	+2,926	New	+$213K	0.07%	186
2020 Q1	–	Sell	-16,538	Closed	-$1.33M	–	251
2019 Q4	$1.33M	Buy	+16,538	New	+$1.28M	0.41%	58

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

SkyOak Wealth's IJS Position: Q1 2026 in Review

SkyOak Wealth held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 4,136 shares worth $490K. The position accounts for 0.09% of the portfolio, ranked #131.

SkyOak Wealth first reported a position in IJS in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2019. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

SkyOak Wealth held 4,136 shares of iShares S&P Small-Cap 600 Value ETF worth $490K as of Q1 2026.
SkyOak Wealth 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 0.09% of SkyOak Wealth's portfolio in Q1 2026, its #131 holding.
SkyOak Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 10 quarters since.
SkyOak Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $1.33M in Q4 2019.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.