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Sterling Financial Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sterling Financial Planning’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 		$9.09M Sell
76,707
-2,359
-3% -$285K 2.69% 12
2025
Q4 		$8.99M Sell
79,066
-177
-0.2% -$19.8K 2.71% 12
2025
Q3 		$8.76M Sell
79,243
-1,404
-2% -$149K 2.76% 11
2025
Q2 		$8.02M Buy
80,647
+567
+0.7% +$53.5K 2.68% 12
2025
Q1 		$7.81M Sell
80,080
-890
-1% -$93.9K 2.83% 10
2024
Q4 		$8.79M Sell
80,970
-992
-1% -$110K 3.24% 9
2024
Q3 		$8.82M Sell
81,962
-1,251
-2% -$130K 3.25% 9
2024
Q2 		$8.09M Sell
83,213
-1,177
-1% -$116K 3.28% 9
2024
Q1 		$8.67M Sell
84,390
-2,127
-2% -$211K 3.51% 8
2023
Q4 		$8.92M Buy
86,517
+131
+0.2% +$11.9K 3.86% 6
2023
Q3 		$7.71M Sell
86,386
-1,876
-2% -$179K 3.95% 6
2023
Q2 		$8.39M Sell
88,262
-1,527
-2% -$140K 4.16% 6
2023
Q1 		$8.4M Sell
89,789
-3,659
-4% -$357K 4.56% 6
2022
Q4 		$8.53M Buy
93,448
+1,037
+1% +$95.5K 5.09% 5
2022
Q3 		$7.62M Buy
92,411
+4,478
+5% +$414K 5.34% 6
2022
Q2 		$7.83M Buy
87,933
+3,327
+4% +$319K 5.5% 6
2022
Q1 		$8.66M Buy
84,606
+983
+1% +$100K 5.45% 6
2021
Q4 		$8.74M Buy
83,623
+1,929
+2% +$202K 5.46% 5
2021
Q3 		$8.22M Buy
81,694
+2,047
+3% +$207K 5.24% 5
2021
Q2 		$8.4M Buy
79,647
+2,738
+4% +$286K 5.45% 5
2021
Q1 		$7.75M Buy
76,909
+3,162
+4% +$299K 5.53% 5
2020
Q4 		$6M Buy
+73,747
New +$5.36M 4.83% 6

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

Sterling Financial Planning's IJS Position: Q1 2026 in Review

Sterling Financial Planning reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3% in Q1 2026, selling an estimated $285K and leaving 76,707 shares worth $9.09M. The position accounts for 2.69% of the portfolio, ranked #12.

Sterling Financial Planning first reported a position in IJS in Q4 2020 and has held it in 22 quarters since. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Sterling Financial Planning held 76,707 shares of iShares S&P Small-Cap 600 Value ETF worth $9.09M as of Q1 2026.
  • Sterling Financial Planning sold 2,359 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $285K.
  • iShares S&P Small-Cap 600 Value ETF made up 2.69% of Sterling Financial Planning's portfolio in Q1 2026, its #12 holding.
  • Sterling Financial Planning first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.