Turtle Creek Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Turtle Creek Wealth Advisors’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	$267K	Hold	1,950	–	–	0.01%	389
2026 Q1	$231K	Hold	1,950	–	–	0.02%	375
2025 Q4	$222K	Hold	1,950	–	–	0.02%	364
2025 Q3	$216K	Buy	+1,950	New	+$207K	0.02%	337
2024 Q4	–	Sell	-1,950	Closed	-$210K	–	112
2024 Q3	$210K	Hold	1,950	–	–	0.04%	171
2024 Q2	$190K	Hold	1,950	–	–	0.04%	157
2024 Q1	$200K	Hold	1,950	–	–	0.05%	148
2023 Q4	$201K	Buy	+1,950	New	+$178K	0.06%	146

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

Turtle Creek Wealth Advisors's IJS Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 1,950 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #389.

Turtle Creek Wealth Advisors first reported a position in IJS in Q4 2023 and has held it in 8 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Turtle Creek Wealth Advisors held 1,950 shares of iShares S&P Small-Cap 600 Value ETF worth $267K as of Q2 2026.
Turtle Creek Wealth Advisors 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 Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #389 holding.
Turtle Creek Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 8 quarters since.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.