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

Vestia Personal 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 Q1	$630K	Sell	5,325 -42	-0.8%	-$5.07K	0.3%	46
2025 Q4	$661K	Sell	5,367 -153	-3%	-$17.1K	0.34%	43
2025 Q3	$610K	Buy	5,520 +10	+0.2%	+$1.06K	0.35%	41
2025 Q2	$548K	Sell	5,510 -382	-6%	-$36.1K	0.38%	43
2025 Q1	$574K	Buy	5,892 +79	+1%	+$8.34K	0.45%	37
2024 Q4	$631K	Buy	5,813 +65	+1%	+$7.2K	0.52%	34
2024 Q3	$619K	Sell	5,748 -123	-2%	-$12.8K	0.58%	35
2024 Q2	$571K	Buy	+5,871	New	+$577K	0.61%	33

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Vestia Personal Wealth Advisors's IJS Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.78% in Q1 2026, selling an estimated $5.07K and leaving 5,325 shares worth $630K. The position accounts for 0.3% of the portfolio, ranked #46.

Vestia Personal Wealth Advisors first reported a position in IJS in Q2 2024 and has held it in 8 quarters since. The position peaked at $661K in Q4 2025. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Vestia Personal Wealth Advisors held 5,325 shares of iShares S&P Small-Cap 600 Value ETF worth $630K as of Q1 2026.
Vestia Personal Wealth Advisors sold 42 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $5.07K.
iShares S&P Small-Cap 600 Value ETF made up 0.3% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #46 holding.
Vestia Personal Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $661K in Q4 2025.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.