Wealth Architects’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.9M | Sell |
108,795
-1,308
| -1% | -$169K | 1.17% | 23 |
|
|
2026
Q1 | $13M | Sell |
110,103
-233
| -0.2% | -$28.1K | 1.16% | 23 |
|
|
2025
Q4 | $12.5M | Sell |
110,336
-426
| -0.4% | -$47.7K | 1.13% | 23 |
|
|
2025
Q3 | $12.2M | Sell |
110,762
-1,778
| -2% | -$189K | 1.16% | 23 |
|
|
2025
Q2 | $11.2M | Buy |
112,540
+11,427
| +11% | +$1.08M | 1.14% | 24 |
|
|
2025
Q1 | $9.86M | Buy |
101,113
+294
| +0.3% | +$31K | 1.09% | 23 |
|
|
2024
Q4 | $10.9M | Sell |
100,819
-1,133
| -1% | -$126K | 1.24% | 23 |
|
|
2024
Q3 | $11M | Sell |
101,952
-1,604
| -2% | -$167K | 1.24% | 23 |
|
|
2024
Q2 | $10.1M | Sell |
103,556
-244
| -0.2% | -$24K | 1.23% | 23 |
|
|
2024
Q1 | $10.7M | Sell |
103,800
-55
| -0.1% | -$5.46K | 1.41% | 22 |
|
|
2023
Q4 | $10.7M | Sell |
103,855
-716
| -0.7% | -$65.2K | 1.5% | 20 |
|
|
2023
Q3 | $9.33M | Sell |
104,571
-2,552
| -2% | -$243K | 1.59% | 18 |
|
|
2023
Q2 | $10.2M | Sell |
107,123
-60
| -0.1% | -$5.49K | 1.68% | 17 |
|
|
2023
Q1 | $10M | Sell |
107,183
-2,242
| -2% | -$219K | 1.78% | 17 |
|
|
2022
Q4 | $9.99M | Sell |
109,425
-6,137
| -5% | -$565K | 1.89% | 16 |
|
|
2022
Q3 | $9.53M | Sell |
115,562
-7,325
| -6% | -$678K | 1.99% | 14 |
|
|
2022
Q2 | $10.9M | Sell |
122,887
-7,006
| -5% | -$672K | 2.14% | 14 |
|
|
2022
Q1 | $13.3M | Sell |
129,893
-402
| -0.3% | -$41K | 2.26% | 13 |
|
|
2021
Q4 | $13.6M | Sell |
130,295
-2,808
| -2% | -$294K | 2.39% | 13 |
|
|
2021
Q3 | $13.4M | Sell |
133,103
-4,223
| -3% | -$426K | 2.6% | 13 |
|
|
2021
Q2 | $14.5M | Sell |
137,326
-7,339
| -5% | -$767K | 2.84% | 10 |
|
|
2021
Q1 | $14.6M | Sell |
144,665
-9,348
| -6% | -$885K | 3.16% | 10 |
|
|
2020
Q4 | $12.5M | Sell |
154,013
-5,055
| -3% | -$367K | 2.91% | 10 |
|
|
2020
Q3 | $9.74M | Sell |
159,068
-5,956
| -4% | -$374K | 2.64% | 13 |
|
|
2020
Q2 | $9.93M | Buy |
165,024
+5,994
| +4% | +$336K | 2.79% | 13 |
|
|
2020
Q1 | $7.95M | Buy |
159,030
+99,782
| +168% | +$6.92M | 2.76% | 13 |
|
|
2019
Q4 | $4.76M | Buy |
59,248
+646
| +1% | +$50.1K | 1.33% | 17 |
|
|
2019
Q3 | $4.4M | Sell |
58,602
-454
| -0.8% | -$33.4K | 1.34% | 16 |
|
|
2019
Q2 | $4.39M | Sell |
59,056
-170
| -0.3% | -$12.6K | 1.32% | 16 |
|
|
2019
Q1 | $4.37M | Buy |
59,226
+200
| +0.3% | +$14.8K | 1.36% | 16 |
|
|
2018
Q4 | $3.89M | Buy |
59,026
+16,418
| +39% | +$1.22M | 1.4% | 16 |
|
|
2018
Q3 | $3.56M | Sell |
42,608
-802
| -2% | -$67.8K | 1.1% | 17 |
|
|
2018
Q2 | $3.54M | Buy |
43,410
+2,700
| +7% | +$216K | 1.15% | 17 |
|
|
2018
Q1 | $3.07M | Sell |
40,710
-814
| -2% | -$62.6K | 1.02% | 18 |
|
|
2017
Q4 | $3.19M | Sell |
41,524
-2,018
| -5% | -$152K | 1.05% | 17 |
|
|
2017
Q3 | $3.23M | Hold |
43,542
| – | – | 1.12% | 17 |
|
|
2017
Q2 | $3.04M | Sell |
43,542
-6,080
| -12% | -$420K | 1.13% | 16 |
|
|
2017
Q1 | $3.44M | Sell |
49,622
-368
| -0.7% | -$25.6K | 1.37% | 13 |
|
|
2016
Q4 | $3.5M | Sell |
49,990
-14,140
| -22% | -$926K | 1.56% | 10 |
|
|
2016
Q3 | $4M | Sell |
64,130
-1,260
| -2% | -$77.3K | 1.85% | 10 |
|
|
2016
Q2 | $3.82M | Hold |
65,390
| – | – | 1.85% | 10 |
|
|
2016
Q1 | $3.71M | Buy |
65,390
+24,512
| +60% | +$1.27M | 1.85% | 11 |
|
|
2015
Q4 | $2.21M | Buy |
40,878
+8,800
| +27% | +$488K | 1.09% | 14 |
|
|
2015
Q3 | $1.68M | Sell |
32,078
-7,034
| -18% | -$391K | 0.9% | 15 |
|
|
2015
Q2 | $2.3M | Buy |
39,112
+414
| +1% | +$24.6K | 1.24% | 11 |
|
|
2015
Q1 | $2.3M | Buy |
38,698
+14,000
| +57% | +$814K | 1.33% | 10 |
|
|
2014
Q4 | $1.46M | Buy |
+24,698
| New | +$1.39M | 0.86% | 14 |
|
Other funds holding IJS
SP
PRS
PCIA
MWM
Wealth Architects's IJS Position: Q2 2026 in Review
Wealth Architects reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.2% in Q2 2026, selling an estimated $169K and leaving 108,795 shares worth $14.9M. The position accounts for 1.17% of the portfolio, ranked #23.
Wealth Architects first reported a position in IJS in Q4 2014 and has held it in 47 quarters since. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.
- Wealth Architects held 108,795 shares of iShares S&P Small-Cap 600 Value ETF worth $14.9M as of Q2 2026.
- Wealth Architects sold 1,308 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $169K.
- iShares S&P Small-Cap 600 Value ETF made up 1.17% of Wealth Architects's portfolio in Q2 2026, its #23 holding.
- Wealth Architects first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 47 quarters since.
- 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.
Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.