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TAGStone Capital’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

TAGStone Capital’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 		$876K Buy
6,408
+26
+0.4% +$3.35K 0.28% 67
2026
Q1 		$756K Buy
6,382
+11
+0.2% +$1.33K 0.27% 66
2025
Q4 		$725K Buy
6,371
+128
+2% +$14.3K 0.27% 66
2025
Q3 		$690K Sell
6,243
-788
-11% -$83.7K 0.27% 62
2025
Q2 		$716K Buy
7,031
+494
+8% +$46.7K 0.3% 57
2025
Q1 		$637K Buy
6,537
+188
+3% +$19.8K 0.31% 58
2024
Q4 		$690K Buy
6,349
+31
+0.5% +$3.44K 0.34% 52
2024
Q3 		$680K Buy
6,318
+33
+0.5% +$3.43K 0.35% 49
2024
Q2 		$611K Buy
6,285
+31
+0.5% +$3.05K 0.35% 47
2024
Q1 		$643K Buy
6,254
+22
+0.4% +$2.18K 0.38% 47
2023
Q4 		$642K Buy
6,232
+51
+0.8% +$4.65K 0.42% 44
2023
Q3 		$555K Hold
6,181
– – 0.41% 46
2023
Q2 		$588K Buy
6,181
+21
+0.3% +$1.92K 0.42% 45
2023
Q1 		$576K Buy
6,160
+16
+0.3% +$1.56K 0.43% 46
2022
Q4 		$561K Buy
6,144
+55
+0.9% +$5.06K 0.46% 46
2022
Q3 		$502K Sell
6,089
-399
-6% -$36.9K 0.47% 48
2022
Q2 		$578K Buy
6,488
+21
+0.3% +$2.01K 0.55% 45
2022
Q1 		$662K Buy
6,467
+17
+0.3% +$1.73K 0.56% 40
2021
Q4 		$674K Buy
+6,450
New +$676K 0.56% 40

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

TAGStone Capital's IJS Position: Q2 2026 in Review

TAGStone Capital increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.41% in Q2 2026, buying an estimated $3.35K and bringing the position to 6,408 shares worth $876K. The position accounts for 0.28% of the portfolio, ranked #67.

TAGStone Capital first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • TAGStone Capital held 6,408 shares of iShares S&P Small-Cap 600 Value ETF worth $876K as of Q2 2026.
  • TAGStone Capital bought 26 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $3.35K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.28% of TAGStone Capital's portfolio in Q2 2026, its #67 holding.
  • TAGStone Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.