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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
Q2 		$423K Sell
3,098
-18
-0.6% -$2.32K 0.08% 121
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 $1.89T 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

Wealth Dimensions Group's IJS Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.58% in Q2 2026, selling an estimated $2.32K and leaving 3,098 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #121.

Wealth Dimensions Group first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. The position peaked at $515K in Q1 2021. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Wealth Dimensions Group held 3,098 shares of iShares S&P Small-Cap 600 Value ETF worth $423K as of Q2 2026.
  • Wealth Dimensions Group sold 18 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.32K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.08% of Wealth Dimensions Group's portfolio in Q2 2026, its #121 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 23 quarters since.
  • Wealth Dimensions Group's iShares S&P Small-Cap 600 Value ETF position peaked at $515K in Q1 2021.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.