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

Topsail 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 Q2	$72.7K	Hold	532	–	–	0.01%	207
2026 Q1	$63K	Hold	532	–	–	0.01%	209
2025 Q4	$60.5K	Hold	532	–	–	0.01%	198
2025 Q3	$58.8K	Hold	532	–	–	0.01%	192
2025 Q2	$52.9K	Hold	532	–	–	0.01%	183
2025 Q1	$51.9K	Hold	532	–	–	0.01%	173
2024 Q4	$57.8K	Buy	+532	New	+$59K	0.01%	154

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Topsail Wealth Management's IJS Position: Q2 2026 in Review

Topsail Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 532 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #207.

Topsail Wealth Management first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Topsail Wealth Management held 532 shares of iShares S&P Small-Cap 600 Value ETF worth $72.7K as of Q2 2026.
Topsail Wealth Management 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 0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #207 holding.
Topsail Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.