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

VSM Wealth Advisory’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 		$210K Buy
1,539
+2
+0.1% +$258 0.06% 109
2026
Q1 		$182K Buy
1,537
+1
+0.1% +$121 0.05% 115
2025
Q4 		$175K Buy
1,536
+3
+0.2% +$336 0.05% 115
2025
Q3 		$170K Buy
1,533
+2
+0.1% +$212 0.05% 98
2025
Q2 		$152K Buy
1,531
+2
+0.1% +$189 0.05% 109
2025
Q1 		$149K Buy
1,529
+2
+0.1% +$211 0.05% 105
2024
Q4 		$166K Buy
+1,527
New +$169K 0.06% 97

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

VSM Wealth Advisory's IJS Position: Q2 2026 in Review

VSM Wealth Advisory increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.13% in Q2 2026, buying an estimated $258 and bringing the position to 1,539 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #109.

VSM Wealth Advisory first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • VSM Wealth Advisory held 1,539 shares of iShares S&P Small-Cap 600 Value ETF worth $210K as of Q2 2026.
  • VSM Wealth Advisory bought 2 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $258.
  • iShares S&P Small-Cap 600 Value ETF made up 0.06% of VSM Wealth Advisory's portfolio in Q2 2026, its #109 holding.
  • VSM Wealth Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.