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

Sterling 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 Q1	$304K	Buy	2,567 +1	+0%	+$121	0.08%	86
2025 Q4	$292K	Buy	2,566 +1	+0%	+$112	0.08%	85
2025 Q3	$284K	Buy	2,565 +2	+0.1%	+$212	0.09%	83
2025 Q2	$255K	Buy	+2,563	New	+$242K	0.09%	91
2024 Q4	$278K	Buy	2,560 +1	+0%	+$111	0.1%	90
2024 Q3	$275K	Buy	2,559 +2	+0.1%	+$208	0.1%	93
2024 Q2	$249K	Buy	2,557 +10	+0.4%	+$983	0.12%	91
2024 Q1	$262K	Buy	2,547 +8	+0.3%	+$794	0.13%	82
2023 Q4	$262K	Buy	+2,539	New	+$231K	0.15%	78

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Wealth Management's IJS Position: Q1 2026 in Review

Sterling Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.04% in Q1 2026, buying an estimated $121 and bringing the position to 2,567 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #86.

Sterling Wealth Management first reported a position in IJS in Q4 2023 and has held it in 9 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Sterling Wealth Management held 2,567 shares of iShares S&P Small-Cap 600 Value ETF worth $304K as of Q1 2026.
Sterling Wealth Management bought 1 iShares S&P Small-Cap 600 Value ETF share in Q1 2026, an estimated $121.
iShares S&P Small-Cap 600 Value ETF made up 0.08% of Sterling Wealth Management's portfolio in Q1 2026, its #86 holding.
Sterling Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 9 quarters since.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.