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

Spire 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 		$816K Sell
5,969
-72
-1% -$9.29K 0.02% 435
2026
Q1 		$716K Sell
6,041
-20
-0.3% -$2.42K 0.02% 449
2025
Q4 		$689K Sell
6,061
-165
-3% -$18.5K 0.02% 469
2025
Q3 		$689K Sell
6,226
-1,030
-14% -$109K 0.02% 452
2025
Q2 		$722K Sell
7,256
-195
-3% -$18.4K 0.03% 429
2025
Q1 		$726K Hold
7,451
– – 0.02% 475
2024
Q4 		$809K Sell
7,451
-1
-0% -$111 0.03% 437
2024
Q3 		$802K Sell
7,452
-2,110
-22% -$219K 0.03% 424
2024
Q2 		$930K Sell
9,562
-2,563
-21% -$252K 0.03% 352
2024
Q1 		$1.25M Sell
12,125
-1,705
-12% -$169K 0.02% 332
2023
Q4 		$1.35M Buy
13,830
+1,553
+13% +$142K 0.04% 295
2023
Q3 		$1.1M Sell
12,277
-4
-0% -$381 0.04% 314
2023
Q2 		$1.17M Buy
12,281
+9
+0.1% +$823 0.04% 319
2023
Q1 		$1.15M Buy
12,272
+136
+1% +$13.3K 0.04% 321
2022
Q4 		$1.11M Sell
12,136
-111
-0.9% -$10.2K 0.06% 225
2022
Q3 		$1.01M Sell
12,247
-6,774
-36% -$627K 0.06% 210
2022
Q2 		$1.69M Buy
19,021
+5,973
+46% +$573K 0.07% 226
2022
Q1 		$1.34M Sell
13,048
-961
-7% -$98K 0.04% 331
2021
Q4 		$1.46M Buy
14,009
+694
+5% +$72.7K 0.03% 366
2021
Q3 		$1.34M Sell
13,315
-6,623
-33% -$669K 0.04% 348
2021
Q2 		$2.09M Buy
19,938
+5,779
+41% +$604K 0.06% 280
2021
Q1 		$1.43M Buy
+14,159
New +$1.34M 0.04% 355

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Spire Wealth Management's IJS Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.2% in Q2 2026, selling an estimated $9.29K and leaving 5,969 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #435.

Spire Wealth Management first reported a position in IJS in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.09M in Q2 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Spire Wealth Management held 5,969 shares of iShares S&P Small-Cap 600 Value ETF worth $816K as of Q2 2026.
  • Spire Wealth Management sold 72 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.29K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Spire Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $2.09M in Q2 2021.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.