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Wealthspire Advisors (New York)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Wealthspire Advisors (New York)’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 		$2.32M Buy
16,968
+972
+6% +$125K 0.01% 398
2026
Q1 		$1.89M Sell
15,996
-152
-0.9% -$18.4K 0.01% 297
2025
Q4 		$1.84M Sell
16,148
-15,572
-49% -$1.75M 0.01% 307
2025
Q3 		$3.51M Buy
31,720
+16,250
+105% +$1.73M 0.02% 200
2025
Q2 		$1.54M Buy
15,470
+922
+6% +$87.1K 0.01% 318
2025
Q1 		$1.42M Buy
14,548
+119
+0.8% +$12.6K 0.01% 324
2024
Q4 		$1.57M Buy
14,429
+5,984
+71% +$663K 0.02% 285
2024
Q3 		$909K Buy
8,445
+318
+4% +$33K 0.01% 389
2024
Q2 		$791K Buy
8,127
+146
+2% +$14.3K 0.01% 352
2024
Q1 		$820K Sell
7,981
-410
-5% -$40.7K 0.01% 342
2023
Q4 		$865K Sell
8,391
-452
-5% -$41.2K 0.01% 335
2023
Q3 		$789K Buy
8,843
+654
+8% +$62.3K 0.01% 317
2023
Q2 		$779K Sell
8,189
-1,511
-16% -$138K 0.01% 295
2023
Q1 		$908K Buy
9,700
+237
+3% +$23.2K 0.02% 260
2022
Q4 		$864K Buy
9,463
+1,392
+17% +$128K 0.02% 288
2022
Q3 		$665K Buy
8,071
+3,307
+69% +$306K 0.01% 294
2022
Q2 		$424K Buy
4,764
+909
+24% +$87.2K 0.01% 342
2022
Q1 		$395K Buy
3,855
+301
+8% +$30.7K 0.01% 308
2021
Q4 		$371K Sell
3,554
-358
-9% -$37.5K 0.01% 376
2021
Q3 		$394K Sell
3,912
-1,098
-22% -$111K 0.01% 404
2021
Q2 		$528K Sell
5,010
-1,068
-18% -$112K 0.01% 221
2021
Q1 		$612K Buy
6,078
+14
+0.2% +$1.32K 0.01% 346
2020
Q4 		$493K Buy
+6,064
New +$441K 0.01% 311
2020
Q2 		– Sell
-12,368
Closed -$618K – 398
2020
Q1 		$618K Buy
+12,368
New +$857K 0.03% 264

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

Wealthspire Advisors (New York)'s IJS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.1% in Q2 2026, buying an estimated $125K and bringing the position to 16,968 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #398.

Wealthspire Advisors (New York) first reported a position in IJS in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.51M in Q3 2025. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Wealthspire Advisors (New York) held 16,968 shares of iShares S&P Small-Cap 600 Value ETF worth $2.32M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 972 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $125K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #398 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s iShares S&P Small-Cap 600 Value ETF position peaked at $3.51M in Q3 2025.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.