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Sound Income Strategies’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sound Income Strategies’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 		$284K Sell
2,081
-256
-11% -$33K 0.01% 387
2026
Q1 		$277K Sell
2,337
-533
-19% -$64.4K 0.01% 340
2025
Q4 		$350K Sell
2,870
-60
-2% -$6.72K 0.02% 307
2025
Q3 		$322K Sell
2,930
-2,691
-48% -$286K 0.02% 228
2025
Q2 		$559K Sell
5,621
-22,918
-80% -$2.16M 0.03% 177
2025
Q1 		$2.78M Buy
28,539
+5,528
+24% +$583K 0.16% 111
2024
Q4 		$2.5M Sell
23,011
-5,317
-19% -$589K 0.15% 111
2024
Q3 		$3.05M Buy
28,328
+25,090
+775% +$2.61M 0.2% 99
2024
Q2 		$315K Sell
3,238
-28,519
-90% -$2.8M 0.02% 187
2024
Q1 		$3.26M Sell
31,757
-4,702
-13% -$467K 0.24% 87
2023
Q4 		$3.76M Buy
36,459
+36,425
+107,132% +$3.32M 0.31% 78
2023
Q3 		$3.03K Hold
34
– – ﹤0.01% 841
2023
Q2 		$3.23K Sell
34
-50
-60% -$4.57K ﹤0.01% 818
2023
Q1 		$7.86K Buy
84
+36
+75% +$3.52K ﹤0.01% 615
2022
Q4 		$4.38K Hold
48
– – ﹤0.01% 667
2022
Q3 		$4K Hold
48
– – ﹤0.01% 617
2022
Q2 		$4K Sell
48
-20
-29% -$1.92K ﹤0.01% 614
2022
Q1 		$7K Buy
+68
New +$6.93K ﹤0.01% 541
2021
Q2 		– Sell
-103
Closed -$10.4K – 954
2021
Q1 		$10.4K Hold
103
– – ﹤0.01% 479
2020
Q4 		$8K Buy
103
+1
+1% +$73 ﹤0.01% 501
2020
Q3 		$6K Hold
102
– – ﹤0.01% 514
2020
Q2 		$6K Hold
102
– – ﹤0.01% 476
2020
Q1 		$5K Hold
102
– – ﹤0.01% 452
2019
Q4 		$8K Buy
102
+2
+2% +$155 ﹤0.01% 372
2019
Q3 		$8K Hold
100
– – ﹤0.01% 348
2019
Q2 		$7K Hold
100
– – ﹤0.01% 386
2019
Q1 		$7K Buy
+100
New +$7.39K ﹤0.01% 394
2018
Q2 		– Sell
-16
Closed -$1K – 688
2018
Q1 		$1K Hold
16
– – ﹤0.01% 526
2017
Q4 		$1K Buy
+16
New +$1.21K ﹤0.01% 455

Other funds holding IJS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sound Income Strategies's IJS Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 11% in Q2 2026, selling an estimated $33K and leaving 2,081 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #387.

Sound Income Strategies first reported a position in IJS in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.76M in Q4 2023. 379 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Sound Income Strategies held 2,081 shares of iShares S&P Small-Cap 600 Value ETF worth $284K as of Q2 2026.
  • Sound Income Strategies sold 256 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $33K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #387 holding.
  • Sound Income Strategies first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 29 quarters since.
  • Sound Income Strategies's iShares S&P Small-Cap 600 Value ETF position peaked at $3.76M in Q4 2023.
  • 379 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.