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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
Q2 		$351K Buy
2,568
+1
+0% +$129 0.09% 88
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
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

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

Sterling Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.04% in Q2 2026, buying an estimated $129 and bringing the position to 2,568 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #88.

Sterling Wealth Management first reported a position in IJS in Q4 2023 and has held it in 10 quarters since. 885 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Sterling Wealth Management held 2,568 shares of iShares S&P Small-Cap 600 Value ETF worth $351K as of Q2 2026.
  • Sterling Wealth Management bought 1 iShares S&P Small-Cap 600 Value ETF share in Q2 2026, an estimated $129.
  • iShares S&P Small-Cap 600 Value ETF made up 0.09% of Sterling Wealth Management's portfolio in Q2 2026, its #88 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 10 quarters since.
  • 885 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.