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

Wealthquest’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 		$200K Buy
+1,463
New +$189K 0.01% 174
2019
Q4 		– Sell
-2,872
Closed -$215K – 136
2019
Q3 		$215K Hold
2,872
– – 0.07% 124
2019
Q2 		$213K Hold
2,872
– – 0.08% 120
2019
Q1 		$211K Hold
2,872
– – 0.08% 124
2018
Q4 		$239K Buy
+2,872
New +$213K 0.1% 110

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

Wealthquest's IJS Position: Q2 2026 in Review

Wealthquest opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,463 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #174 among its holdings. This is a return to the name: Wealthquest previously reported a position in IJS as recently as Q3 2019.

Wealthquest first reported a position in IJS in Q4 2018 and has held it in 5 quarters since. The position peaked at $239K in Q4 2018. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Wealthquest held 1,463 shares of iShares S&P Small-Cap 600 Value ETF worth $200K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Wealthquest position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Wealthquest's portfolio in Q2 2026, its #174 holding.
  • Wealthquest first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 5 quarters since.
  • Wealthquest's iShares S&P Small-Cap 600 Value ETF position peaked at $239K in Q4 2018.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.