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

Wealth Management Partners’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	$1.17M	Sell	8,540 -420	-5%	-$54.2K	0.27%	72
2026 Q1	$1.06M	Sell	8,960 -234	-3%	-$28.3K	0.3%	72
2025 Q4	$1.05M	Sell	9,194 -144	-2%	-$16.1K	0.3%	68
2025 Q3	$1.03M	Sell	9,338 -105	-1%	-$11.2K	0.33%	63
2025 Q2	$964K	Sell	9,443 -128	-1%	-$12.1K	0.34%	63
2025 Q1	$933K	Sell	9,571 -283	-3%	-$29.9K	0.43%	54
2024 Q4	$1.07M	Sell	9,854 -206	-2%	-$22.8K	0.46%	51
2024 Q3	$1.08M	Sell	10,060 -250	-2%	-$26K	0.5%	46
2024 Q2	$1M	Sell	10,310 -439	-4%	-$43.1K	0.49%	45
2024 Q1	$1.1M	Sell	10,749 -127	-1%	-$12.6K	0.56%	42
2023 Q4	$1.12M	Sell	10,876 -105	-1%	-$9.57K	0.63%	36
2023 Q3	$980K	Sell	10,981 -799	-7%	-$76.1K	0.61%	36
2023 Q2	$1.12M	Sell	11,780 -349	-3%	-$31.9K	0.7%	28
2023 Q1	$1.14M	Buy	12,129 +129	+1%	+$12.6K	0.79%	28
2022 Q4	$1.12M	Sell	12,000 -1,000	-8%	-$92.1K	0.94%	24
2022 Q3	$1.1M	Hold	13,000	–	–	0.97%	23
2022 Q2	$1.17M	Hold	13,000	–	–	1.02%	22
2022 Q1	$1.38M	Sell	13,000 -1,000	-7%	-$102K	0.98%	23
2021 Q4	$1.42M	Buy	14,000 +553	+4%	+$58K	0.98%	21
2021 Q3	$1.35M	Sell	13,447 -118	-0.9%	-$11.9K	1%	21
2021 Q2	$1.43M	Sell	13,565 -348	-3%	-$36.4K	1%	24
2021 Q1	$1.4M	Sell	13,913 -1,079	-7%	-$102K	1.05%	24
2020 Q4	$1.34M	Buy	+14,992	New	+$1.09M	1.05%	23

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Management Partners's IJS Position: Q2 2026 in Review

Wealth Management Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.7% in Q2 2026, selling an estimated $54.2K and leaving 8,540 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #72.

Wealth Management Partners first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q2 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Wealth Management Partners held 8,540 shares of iShares S&P Small-Cap 600 Value ETF worth $1.17M as of Q2 2026.
Wealth Management Partners sold 420 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $54.2K.
iShares S&P Small-Cap 600 Value ETF made up 0.27% of Wealth Management Partners's portfolio in Q2 2026, its #72 holding.
Wealth Management Partners 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 Management Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $1.43M in Q2 2021.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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