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

Wealth Dimensions Group’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 		$369K Sell
3,116
-207
-6% -$25K 0.07% 124
2025
Q4 		$378K Hold
3,323
– – 0.08% 119
2025
Q3 		$367K Buy
3,323
+66
+2% +$7.01K 0.08% 120
2025
Q2 		$324K Sell
3,257
-44
-1% -$4.16K 0.07% 124
2025
Q1 		$322K Hold
3,301
– – 0.08% 124
2024
Q4 		$358K Sell
3,301
-214
-6% -$23.7K 0.09% 108
2024
Q3 		$378K Sell
3,515
-178
-5% -$18.5K 0.1% 105
2024
Q2 		$359K Sell
3,693
-389
-10% -$38.2K 0.1% 101
2024
Q1 		$419K Sell
4,082
-270
-6% -$26.8K 0.12% 91
2023
Q4 		$449K Buy
4,352
+250
+6% +$22.8K 0.14% 83
2023
Q3 		$366K Sell
4,102
-279
-6% -$26.6K 0.13% 93
2023
Q2 		$417K Sell
4,381
-103
-2% -$9.42K 0.15% 90
2023
Q1 		$420K Sell
4,484
-24
-0.5% -$2.35K 0.16% 83
2022
Q4 		$412K Hold
4,508
– – 0.17% 84
2022
Q3 		$372K Hold
4,508
– – 0.18% 81
2022
Q2 		$401K Sell
4,508
-186
-4% -$17.8K 0.19% 80
2022
Q1 		$481K Sell
4,694
-11
-0.2% -$1.12K 0.22% 76
2021
Q4 		$492K Sell
4,705
-129
-3% -$13.5K 0.24% 75
2021
Q3 		$487K Hold
4,834
– – 0.31% 67
2021
Q2 		$510K Sell
4,834
-282
-6% -$29.5K 0.35% 61
2021
Q1 		$515K Sell
5,116
-499
-9% -$47.2K 0.4% 54
2020
Q4 		$457K Buy
+5,615
New +$408K 0.39% 56

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

Wealth Dimensions Group's IJS Position: Q1 2026 in Review

Wealth Dimensions Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.2% in Q1 2026, selling an estimated $25K and leaving 3,116 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #124.

Wealth Dimensions Group first reported a position in IJS in Q4 2020 and has held it in 22 quarters since. The position peaked at $515K in Q1 2021. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Wealth Dimensions Group held 3,116 shares of iShares S&P Small-Cap 600 Value ETF worth $369K as of Q1 2026.
  • Wealth Dimensions Group sold 207 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $25K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of Wealth Dimensions Group's portfolio in Q1 2026, its #124 holding.
  • Wealth Dimensions Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's iShares S&P Small-Cap 600 Value ETF position peaked at $515K in Q1 2021.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.