T
IJS icon

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

Tidemark’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 		$112K Hold
820
– – 0.03% 212
2026
Q1 		$97.1K Hold
820
– – 0.02% 201
2025
Q4 		$93.3K Hold
820
– – 0.03% 183
2025
Q3 		$90.7K Hold
820
– – 0.03% 193
2025
Q2 		$81.6K Hold
820
– – 0.03% 191
2025
Q1 		$79.9K Hold
820
– – 0.03% 190
2024
Q4 		$89.1K Hold
820
– – 0.03% 179
2024
Q3 		$88.3K Hold
820
– – 0.04% 171
2024
Q2 		$79.8K Hold
820
– – 0.04% 167
2024
Q1 		$84.3K Hold
820
– – 0.05% 184
2023
Q4 		$84.5K Buy
+820
New +$74.7K 0.05% 174

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

Tidemark's IJS Position: Q2 2026 in Review

Tidemark held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 820 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #212.

Tidemark first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Tidemark held 820 shares of iShares S&P Small-Cap 600 Value ETF worth $112K as of Q2 2026.
  • Tidemark left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of Tidemark's portfolio in Q2 2026, its #212 holding.
  • Tidemark first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.