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

Smith Salley 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	$405K	Buy	2,960 +459	+18%	+$59.2K	0.02%	210
2026 Q1	$296K	Sell	2,501 -178	-7%	-$21.5K	0.01%	225
2025 Q4	$305K	Hold	2,679	–	–	0.02%	222
2025 Q3	$296K	Buy	2,679 +65	+2%	+$6.9K	0.02%	225
2025 Q2	$260K	Buy	+2,614	New	+$247K	0.02%	233

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

Smith Salley Wealth Management's IJS Position: Q2 2026 in Review

Smith Salley Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 18% in Q2 2026, buying an estimated $59.2K and bringing the position to 2,960 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #210.

Smith Salley Wealth Management first reported a position in IJS in Q2 2025 and has held it in 5 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Smith Salley Wealth Management held 2,960 shares of iShares S&P Small-Cap 600 Value ETF worth $405K as of Q2 2026.
Smith Salley Wealth Management bought 459 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $59.2K.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #210 holding.
Smith Salley Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.