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

Wealth Preservation Advisors’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	–	Sell	-282	Closed	-$32.1K	–	1107
2025 Q4	$32.1K	Hold	282	–	–	0.02%	229
2025 Q3	$31.2K	Hold	282	–	–	0.02%	220
2025 Q2	$28.1K	Hold	282	–	–	0.02%	224
2025 Q1	$27.5K	Buy	+282	New	+$29.8K	0.02%	228

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Preservation Advisors's IJS Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 282 shares — an estimated $32.1K sold.

Wealth Preservation Advisors first reported a position in IJS in Q1 2025 and held it in 4 quarters. The position peaked at $32.1K in Q4 2025. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Wealth Preservation Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 282 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $32.1K.
Wealth Preservation Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $32.1K in Q4 2025.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.