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

Stonebridge Financial Planning Group’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 		$237K Buy
+1,737
New +$224K 0.08% 164
2026
Q1 		– Sell
-1,799
Closed -$205K – 176
2025
Q4 		$205K Buy
+1,799
New +$202K 0.07% 166
2025
Q3 		– Sell
-2,189
Closed -$218K – 173
2025
Q2 		$218K Sell
2,189
-795
-27% -$75.1K 0.09% 160
2025
Q1 		$291K Sell
2,984
-452
-13% -$47.7K 0.13% 138
2024
Q4 		$373K Buy
3,436
+93
+3% +$10.3K 0.17% 127
2024
Q3 		$360K Sell
3,343
-644
-16% -$66.9K 0.17% 124
2024
Q2 		$388K Sell
3,987
-570
-13% -$56K 0.19% 116
2024
Q1 		$468K Sell
4,557
-50
-1% -$4.96K 0.25% 102
2023
Q4 		$475K Sell
4,607
-211
-4% -$19.2K 0.27% 93
2023
Q3 		$430K Sell
4,818
-250
-5% -$23.8K 0.28% 93
2023
Q2 		$482K Buy
5,068
+185
+4% +$16.9K 0.29% 83
2023
Q1 		$457K Buy
4,883
+741
+18% +$72.4K 0.29% 87
2022
Q4 		$378K Sell
4,142
-50
-1% -$4.6K 0.25% 93
2022
Q3 		$346K Sell
4,192
-570
-12% -$52.7K 0.24% 91
2022
Q2 		$424K Sell
4,762
-1,214
-20% -$116K 0.29% 79
2022
Q1 		$612K Buy
5,976
+332
+6% +$33.8K 0.34% 62
2021
Q4 		$554K Buy
5,644
+477
+9% +$50K 0.29% 68
2021
Q3 		$562K Sell
5,167
-4,345
-46% -$439K 0.27% 75
2021
Q2 		$992K Buy
9,512
+3,651
+62% +$382K 0.53% 45
2021
Q1 		$595K Buy
+5,861
New +$555K 0.35% 59

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

Stonebridge Financial Planning Group's IJS Position: Q2 2026 in Review

Stonebridge Financial Planning Group opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,737 shares worth $237K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings. This is a return to the name: Stonebridge Financial Planning Group previously reported a position in IJS as recently as Q4 2025.

Stonebridge Financial Planning Group first reported a position in IJS in Q1 2021 and has held it in 20 quarters since. The position peaked at $992K in Q2 2021. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Stonebridge Financial Planning Group held 1,737 shares of iShares S&P Small-Cap 600 Value ETF worth $237K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Stonebridge Financial Planning Group position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.08% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #164 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Stonebridge Financial Planning Group's iShares S&P Small-Cap 600 Value ETF position peaked at $992K in Q2 2021.
  • 888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.