VWM
IJS icon

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

Valley Wealth Managers’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 		$394K Sell
2,885
-109
-4% -$14.1K 0.02% 167
2026
Q1 		$355K Sell
2,994
-416
-12% -$50.3K 0.02% 168
2025
Q4 		$388K Sell
3,410
-801
-19% -$89.8K 0.02% 166
2025
Q3 		$466K Sell
4,211
-573
-12% -$60.9K 0.03% 163
2025
Q2 		$476K Sell
4,784
-162
-3% -$15.3K 0.03% 162
2025
Q1 		$482K Sell
4,946
-443
-8% -$46.7K 0.04% 162
2024
Q4 		$585K Sell
5,389
-921
-15% -$102K 0.04% 150
2024
Q3 		$679K Sell
6,310
-73
-1% -$7.58K 0.05% 141
2024
Q2 		$621K Sell
6,383
-185
-3% -$18.2K 0.05% 146
2024
Q1 		$675K Buy
6,568
+650
+11% +$64.5K 0.05% 136
2023
Q4 		$610K Sell
5,918
-126
-2% -$11.5K 0.05% 136
2023
Q3 		$539K Sell
6,044
-301
-5% -$28.7K 0.04% 142
2023
Q2 		$603K Sell
6,345
-734
-10% -$67.1K 0.05% 116
2023
Q1 		$663K Sell
7,079
-704
-9% -$68.8K 0.06% 117
2022
Q4 		$711K Sell
7,783
-233
-3% -$21.5K 0.07% 116
2022
Q3 		$661K Sell
8,016
-1,002
-11% -$92.7K 0.07% 118
2022
Q2 		$803K Sell
9,018
-1,448
-14% -$139K 0.08% 116
2022
Q1 		$1.07M Sell
10,466
-827
-7% -$84.3K 0.09% 105
2021
Q4 		$1.18M Sell
11,293
-534
-5% -$56K 0.09% 105
2021
Q3 		$1.19M Sell
11,827
-518
-4% -$52.3K 0.1% 104
2021
Q2 		$1.3M Buy
12,345
+272
+2% +$28.4K 0.11% 104
2021
Q1 		$1.22M Sell
12,073
-1,196
-9% -$113K 0.11% 103
2020
Q4 		$1.08M Buy
13,269
+4,653
+54% +$338K 0.11% 107
2020
Q3 		$527K Buy
8,616
+340
+4% +$21.4K 0.06% 120
2020
Q2 		$498K Buy
8,276
+3,228
+64% +$181K 0.06% 123
2020
Q1 		$253K Buy
5,048
+328
+7% +$22.7K 0.03% 149
2019
Q4 		$379K Buy
4,720
+394
+9% +$30.5K 0.04% 150
2019
Q3 		$324K Sell
4,326
-820
-16% -$60.3K 0.03% 159
2019
Q2 		$382K Buy
+5,146
New +$382K 0.04% 156

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

Valley Wealth Managers's IJS Position: Q2 2026 in Review

Valley Wealth Managers reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.6% in Q2 2026, selling an estimated $14.1K and leaving 2,885 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #167.

Valley Wealth Managers first reported a position in IJS in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.3M in Q2 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Valley Wealth Managers held 2,885 shares of iShares S&P Small-Cap 600 Value ETF worth $394K as of Q2 2026.
  • Valley Wealth Managers sold 109 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $14.1K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Valley Wealth Managers's portfolio in Q2 2026, its #167 holding.
  • Valley Wealth Managers first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2019 and has held it in 29 quarters since.
  • Valley Wealth Managers's iShares S&P Small-Cap 600 Value ETF position peaked at $1.3M in Q2 2021.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.