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 Q2	$31K	Buy	227 +191	+531%	+$24.6K	﹤0.01%	643
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Strategic Wealth Partners's IJS Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 531% in Q2 2026, buying an estimated $24.6K and bringing the position to 227 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Strategic Wealth Partners first reported a position in IJS in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2017. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Strategic Wealth Partners held 227 shares of iShares S&P Small-Cap 600 Value ETF worth $31K as of Q2 2026.
Strategic Wealth Partners bought 191 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $24.6K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #643 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 8 quarters since.
Strategic Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $1.63M in Q4 2017.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.