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

Strategic Wealth Partners’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	$4.26K	Hold	36	–	–	﹤0.01%	1062
2025 Q4	$4.09K	Hold	36	–	–	﹤0.01%	1091
2025 Q3	$3.98K	Hold	36	–	–	﹤0.01%	1076
2025 Q2	$3.58K	Buy	+36	New	+$3.4K	﹤0.01%	940
2018 Q4	–	Sell	-552	Closed	-$46K	–	692
2018 Q3	$46K	Buy	+552	New	+$46.6K	0.02%	237
2018 Q2	–	Sell	-808	Closed	-$61K	–	790
2018 Q1	$61K	Sell	808 -21,406	-96%	-$1.65M	0.03%	230
2017 Q4	$1.63M	Buy	+22,214	New	+$1.67M	0.9%	26

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

Strategic Wealth Partners's IJS Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 36 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Strategic Wealth Partners first reported a position in IJS in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2017. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Strategic Wealth Partners held 36 shares of iShares S&P Small-Cap 600 Value ETF worth $4.26K as of Q1 2026.
Strategic Wealth Partners left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1062 holding.
Strategic Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 7 quarters since.
Strategic Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $1.63M in Q4 2017.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.