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Vise Technologies’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Vise Technologies’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 		$3.79M Buy
27,741
+15,630
+129% +$2.02M 0.04% 346
2026
Q1 		$1.38M Hold
12,111
– – 0.03% 482
2025
Q4 		$1.38M Buy
12,111
+6,871
+131% +$770K 0.03% 483
2025
Q3 		$579K Sell
5,240
-392
-7% -$41.6K 0.02% 609
2025
Q2 		$560K Buy
+5,632
New +$532K 0.02% 601

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

Vise Technologies's IJS Position: Q2 2026 in Review

Vise Technologies increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 129% in Q2 2026, buying an estimated $2.02M and bringing the position to 27,741 shares worth $3.79M. The position accounts for 0.04% of the portfolio, ranked #346.

Vise Technologies first reported a position in IJS in Q2 2025 and has held it in 5 quarters since. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Vise Technologies held 27,741 shares of iShares S&P Small-Cap 600 Value ETF worth $3.79M as of Q2 2026.
  • Vise Technologies bought 15,630 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.02M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Vise Technologies's portfolio in Q2 2026, its #346 holding.
  • Vise Technologies first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.