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 Q2	$729K	Buy	5,333 +8	+0.2%	+$1.03K	0.28%	42
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 $1.89T 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

Vestia Personal Wealth Advisors's IJS Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.15% in Q2 2026, buying an estimated $1.03K and bringing the position to 5,333 shares worth $729K. The position accounts for 0.28% of the portfolio, ranked #42.

Vestia Personal Wealth Advisors first reported a position in IJS in Q2 2024 and has held it in 9 quarters since. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Vestia Personal Wealth Advisors held 5,333 shares of iShares S&P Small-Cap 600 Value ETF worth $729K as of Q2 2026.
Vestia Personal Wealth Advisors bought 8 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.03K.
iShares S&P Small-Cap 600 Value ETF made up 0.28% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #42 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 9 quarters since.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.