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TD Private Client Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

TD Private Client Wealth’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 		$1.16M Sell
8,463
-529
-6% -$68.2K 0.02% 345
2026
Q1 		$1.07M Buy
8,992
+141
+2% +$17K 0.02% 355
2025
Q4 		$1.01M Sell
8,851
-152
-2% -$17K 0.02% 364
2025
Q3 		$996K Sell
9,003
-657
-7% -$69.8K 0.02% 363
2025
Q2 		$961K Sell
9,660
-697
-7% -$65.8K 0.02% 372
2025
Q1 		$1.01M Buy
10,357
+205
+2% +$21.6K 0.03% 348
2024
Q4 		$1.1M Sell
10,152
-170
-2% -$18.8K 0.03% 336
2024
Q3 		$1.11M Sell
10,322
-2,979
-22% -$309K 0.03% 348
2024
Q2 		$1.29M Buy
13,301
+42
+0.3% +$4.13K 0.04% 307
2024
Q1 		$1.36M Sell
13,259
-683
-5% -$67.8K 0.04% 304
2023
Q4 		$1.44M Sell
13,942
-1,042
-7% -$95K 0.05% 276
2023
Q3 		$1.34M Sell
14,984
-55
-0.4% -$5.24K 0.06% 275
2023
Q2 		$1.43M Sell
15,039
-446
-3% -$40.8K 0.06% 276
2023
Q1 		$1.45M Sell
15,485
-1,218
-7% -$119K 0.07% 270
2022
Q4 		$1.53M Sell
16,703
-1,552
-9% -$143K 0.07% 257
2022
Q3 		$1.51M Buy
18,255
+2,286
+14% +$212K 0.08% 243
2022
Q2 		$1.42M Sell
15,969
-1,920
-11% -$184K 0.07% 261
2022
Q1 		$1.83M Buy
17,889
+1,206
+7% +$123K 0.08% 250
2021
Q4 		$1.74M Sell
16,683
-245
-1% -$25.7K 0.07% 262
2021
Q3 		$1.7M Buy
16,928
+1,040
+7% +$105K 0.07% 259
2021
Q2 		$1.68M Sell
15,888
-1,232
-7% -$129K 0.07% 263
2021
Q1 		$1.72M Sell
17,120
-2,682
-14% -$254K 0.08% 252
2020
Q4 		$1.61M Sell
19,802
-2,430
-11% -$177K 0.08% 247
2020
Q3 		$1.36M Sell
22,232
-3,748
-14% -$236K 0.08% 250
2020
Q2 		$1.56M Buy
25,980
+2,674
+11% +$150K 0.09% 213
2020
Q1 		$1.16M Buy
23,306
+1,168
+5% +$81K 0.08% 203
2019
Q4 		$1.78M Buy
+22,138
New +$1.72M 0.11% 195

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

TD Private Client Wealth's IJS Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.9% in Q2 2026, selling an estimated $68.2K and leaving 8,463 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #345.

TD Private Client Wealth first reported a position in IJS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.83M in Q1 2022. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • TD Private Client Wealth held 8,463 shares of iShares S&P Small-Cap 600 Value ETF worth $1.16M as of Q2 2026.
  • TD Private Client Wealth sold 529 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $68.2K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #345 holding.
  • TD Private Client Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $1.83M in Q1 2022.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.