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

TCFG Wealth Management’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 		$604K Buy
5,087
+1,145
+29% +$138K 0.23% 105
2025
Q4 		$472K Sell
3,942
-1,227
-24% -$138K 0.18% 138
2025
Q3 		$575K Buy
5,169
+271
+6% +$28.8K 0.23% 112
2025
Q2 		$487K Buy
+4,898
New +$463K 0.22% 124

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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

TCFG Wealth Management's IJS Position: Q1 2026 in Review

TCFG Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 29% in Q1 2026, buying an estimated $138K and bringing the position to 5,087 shares worth $604K. The position accounts for 0.23% of the portfolio, ranked #105.

TCFG Wealth Management first reported a position in IJS in Q2 2025 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • TCFG Wealth Management held 5,087 shares of iShares S&P Small-Cap 600 Value ETF worth $604K as of Q1 2026.
  • TCFG Wealth Management bought 1,145 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $138K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.23% of TCFG Wealth Management's portfolio in Q1 2026, its #105 holding.
  • TCFG Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.