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

SOA Wealth Advisors’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 		$3.05M Sell
25,708
-1,018
-4% -$123K 0.57% 35
2025
Q4 		$3.04M Sell
26,726
-954
-3% -$107K 0.51% 39
2025
Q3 		$3.06M Sell
27,680
-1,085
-4% -$115K 0.52% 39
2025
Q2 		$2.86M Sell
28,765
-1,982
-6% -$187K 0.54% 37
2025
Q1 		$3M Sell
30,747
-435
-1% -$45.9K 0.63% 36
2024
Q4 		$3.39M Sell
31,182
-438
-1% -$48.5K 0.62% 34
2024
Q3 		$3.4M Sell
31,620
-2,230
-7% -$232K 0.65% 33
2024
Q2 		$3.29M Sell
33,850
-1,939
-5% -$191K 0.66% 34
2024
Q1 		$3.68M Sell
35,789
-453
-1% -$45K 0.76% 31
2023
Q4 		$3.74M Sell
36,242
-1,186
-3% -$108K 0.83% 27
2023
Q3 		$3.34M Sell
37,428
-3,129
-8% -$298K 0.83% 26
2023
Q2 		$3.86M Sell
40,557
-11,296
-22% -$1.03M 0.9% 24
2023
Q1 		$4.85M Sell
51,853
-476
-0.9% -$46.5K 1.2% 20
2022
Q4 		$4.78M Sell
52,329
-82
-0.2% -$7.55K 1.29% 19
2022
Q3 		$4.32M Buy
52,411
+3,938
+8% +$364K 1.3% 18
2022
Q2 		$4.32M Buy
48,473
+840
+2% +$80.5K 1.27% 20
2022
Q1 		$4.88M Buy
47,633
+507
+1% +$51.7K 1.19% 20
2021
Q4 		$4.93M Buy
47,126
+1,071
+2% +$112K 1.19% 19
2021
Q3 		$4.64M Buy
46,055
+525
+1% +$53K 1.19% 22
2021
Q2 		$4.8M Sell
45,530
-1,622
-3% -$170K 1.23% 21
2021
Q1 		$4.75M Sell
47,152
-7,589
-14% -$718K 1.33% 20
2020
Q4 		$5.1M Buy
+54,741
New +$3.98M 1.39% 19

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

SOA Wealth Advisors's IJS Position: Q1 2026 in Review

SOA Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.8% in Q1 2026, selling an estimated $123K and leaving 25,708 shares worth $3.05M. The position accounts for 0.57% of the portfolio, ranked #35.

SOA Wealth Advisors first reported a position in IJS in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.1M in Q4 2020. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • SOA Wealth Advisors held 25,708 shares of iShares S&P Small-Cap 600 Value ETF worth $3.05M as of Q1 2026.
  • SOA Wealth Advisors sold 1,018 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $123K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.57% of SOA Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • SOA Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $5.1M in Q4 2020.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.