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

Stratos 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 		$9.05M Buy
76,425
+68,260
+836% +$8.25M 0.1% 211
2025
Q4 		$929K Sell
8,165
-39
-0.5% -$4.37K 0.01% 801
2025
Q3 		$907K Sell
8,204
-16
-0.2% -$1.7K 0.01% 783
2025
Q2 		$818K Sell
8,220
-14
-0.2% -$1.32K 0.01% 765
2025
Q1 		$803K Sell
8,234
-440
-5% -$46.4K 0.01% 738
2024
Q4 		$942K Sell
8,674
-139
-2% -$15.4K 0.01% 716
2024
Q3 		$949K Buy
8,813
+316
+4% +$32.8K 0.01% 708
2024
Q2 		$827K Sell
8,497
-56
-0.7% -$5.5K 0.01% 719
2024
Q1 		$879K Sell
8,553
-3,347
-28% -$332K 0.01% 695
2023
Q4 		$1.23M Buy
11,900
+1,526
+15% +$139K 0.02% 551
2023
Q3 		$926K Sell
10,374
-3,594
-26% -$342K 0.02% 604
2023
Q2 		$1.33M Sell
13,968
-841
-6% -$76.9K 0.03% 452
2023
Q1 		$1.39M Buy
14,809
+176
+1% +$17.2K 0.04% 395
2022
Q4 		$1.34M Sell
14,633
-276
-2% -$25.4K 0.03% 434
2022
Q3 		$1.23M Buy
14,909
+404
+3% +$37.4K 0.03% 426
2022
Q2 		$1.29M Buy
14,505
+3,597
+33% +$345K 0.03% 431
2022
Q1 		$1.12M Sell
10,908
-1,122
-9% -$114K 0.03% 520
2021
Q4 		$1.26M Sell
12,030
-147
-1% -$15.4K 0.03% 498
2021
Q3 		$1.23M Sell
12,177
-1,687
-12% -$170K 0.03% 458
2021
Q2 		$1.46M Buy
13,864
+1,361
+11% +$142K 0.04% 432
2021
Q1 		$1.26M Buy
12,503
+1,322
+12% +$125K 0.03% 441
2020
Q4 		$909K Sell
11,181
-171
-2% -$12.4K 0.03% 474
2020
Q3 		$695K Sell
11,352
-590
-5% -$37.1K 0.02% 513
2020
Q2 		$719K Sell
11,942
-504
-4% -$28.3K 0.03% 474
2020
Q1 		$622K Sell
12,446
-1,340
-10% -$92.9K 0.03% 455
2019
Q4 		$1.11M Buy
13,786
+1,410
+11% +$109K 0.04% 369
2019
Q3 		$929K Sell
12,376
-560
-4% -$41.2K 0.04% 386
2019
Q2 		$961K Sell
12,936
-286
-2% -$21.2K 0.04% 378
2019
Q1 		$975K Sell
13,222
-256
-2% -$18.9K 0.04% 366
2018
Q4 		$889K Sell
13,478
-19,622
-59% -$1.46M 0.05% 355
2018
Q3 		$2.76M Buy
33,100
+14,438
+77% +$1.22M 0.12% 172
2018
Q2 		$1.52M Sell
18,662
-3,162
-14% -$253K 0.07% 275
2018
Q1 		$1.65M Sell
21,824
-992
-4% -$76.3K 0.07% 264
2017
Q4 		$1.75M Buy
22,816
+5,926
+35% +$446K 0.08% 250
2017
Q3 		$1.25M Buy
16,890
+1,216
+8% +$84.8K 0.06% 294
2017
Q2 		$1.1M Sell
15,674
-4,184
-21% -$289K 0.06% 282
2017
Q1 		$1.38M Buy
19,858
+674
+4% +$46.9K 0.08% 224
2016
Q4 		$1.34M Buy
19,184
+1,198
+7% +$78.4K 0.08% 222
2016
Q3 		$1.12M Buy
17,986
+4,918
+38% +$302K 0.08% 228
2016
Q2 		$763K Buy
13,068
+4,692
+56% +$269K 0.06% 258
2016
Q1 		$475K Buy
8,376
+2,100
+33% +$109K 0.04% 303
2015
Q4 		$339K Sell
6,276
-3,358
-35% -$186K 0.03% 391
2015
Q3 		$505K Buy
9,634
+1,496
+18% +$83.1K 0.06% 256
2015
Q2 		$479K Buy
8,138
+2,588
+47% +$154K 0.06% 262
2015
Q1 		$331K Buy
5,550
+1,254
+29% +$72.9K 0.04% 402
2014
Q4 		$253K Buy
+4,296
New +$242K 0.05% 390

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

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

Stratos Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 836% in Q1 2026, buying an estimated $8.25M and bringing the position to 76,425 shares worth $9.05M. The position accounts for 0.1% of the portfolio, ranked #211.

Stratos Wealth Partners first reported a position in IJS in Q4 2014 and has held it in 46 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Stratos Wealth Partners held 76,425 shares of iShares S&P Small-Cap 600 Value ETF worth $9.05M as of Q1 2026.
  • Stratos Wealth Partners bought 68,260 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $8.25M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Stratos Wealth Partners's portfolio in Q1 2026, its #211 holding.
  • Stratos Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 46 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.