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

WealthShield 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 		$1.55M Sell
11,309
-5,976
-35% -$771K 0.24% 110
2026
Q1 		$2.05M Buy
17,285
+681
+4% +$82.3K 0.23% 125
2025
Q4 		$1.89M Buy
16,604
+5,965
+56% +$669K 0.21% 121
2025
Q3 		$1.18M Buy
10,639
+4,394
+70% +$467K 0.13% 163
2025
Q2 		$621K Sell
6,245
-1,714
-22% -$162K 0.08% 213
2025
Q1 		$776K Hold
7,959
– – 0.1% 185
2024
Q4 		$864K Sell
7,959
-132
-2% -$14.6K 0.12% 168
2024
Q3 		$871K Buy
8,091
+361
+5% +$37.5K 0.12% 166
2024
Q2 		$752K Sell
7,730
-256
-3% -$25.2K 0.11% 171
2024
Q1 		$821K Sell
7,986
-786
-9% -$78K 0.13% 161
2023
Q4 		$904K Buy
8,772
+133
+2% +$12.1K 0.15% 152
2023
Q3 		$775K Sell
8,639
-563
-6% -$53.6K 0.12% 173
2023
Q2 		$875K Sell
9,202
-215
-2% -$19.7K 0.13% 157
2023
Q1 		$881K Buy
9,417
+47
+0.5% +$4.59K 0.14% 159
2022
Q4 		$856K Sell
9,370
-53
-0.6% -$4.88K 0.16% 148
2022
Q3 		$777K Sell
9,423
-16,194
-63% -$1.5M 0.15% 151
2022
Q2 		$2.28M Buy
25,617
+16,509
+181% +$1.58M 0.45% 56
2022
Q1 		$933K Buy
+9,108
New +$928K 0.15% 156
2021
Q2 		– Sell
-36
Closed -$4K – 941
2021
Q1 		$4K Buy
+36
New +$3.41K ﹤0.01% 991

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

WealthShield Partners's IJS Position: Q2 2026 in Review

WealthShield Partners reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 35% in Q2 2026, selling an estimated $771K and leaving 11,309 shares worth $1.55M. The position accounts for 0.24% of the portfolio, ranked #110.

WealthShield Partners first reported a position in IJS in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.28M in Q2 2022. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • WealthShield Partners held 11,309 shares of iShares S&P Small-Cap 600 Value ETF worth $1.55M as of Q2 2026.
  • WealthShield Partners sold 5,976 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $771K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.24% of WealthShield Partners's portfolio in Q2 2026, its #110 holding.
  • WealthShield Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 19 quarters since.
  • WealthShield Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $2.28M in Q2 2022.
  • 888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.