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

Wedmont Private Capital’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	$1.02M	Hold	7,530	–	–	0.03%	343
2026 Q1	$921K	Sell	7,530 -643	-8%	-$77.7K	0.03%	342
2025 Q4	$957K	Buy	8,173 +194	+2%	+$21.7K	0.03%	302
2025 Q3	$880K	Hold	7,979	–	–	0.03%	306
2025 Q2	$828K	Hold	7,979	–	–	0.04%	301
2025 Q1	$694K	Buy	7,979 +3,714	+87%	+$392K	0.04%	302
2024 Q4	$451K	Sell	4,265 -606	-12%	-$67.2K	0.02%	416
2024 Q3	$512K	Buy	4,871 +5	+0.1%	+$519	0.03%	348
2024 Q2	$494K	Buy	4,866 +6	+0.1%	+$590	0.03%	346
2024 Q1	$491K	Buy	4,860 +3	+0.1%	+$298	0.04%	323
2023 Q4	$490K	Buy	4,857 +341	+8%	+$31.1K	0.04%	314
2023 Q3	$393K	Sell	4,516 -533	-11%	-$50.8K	0.04%	309
2023 Q2	$489K	Buy	5,049 +2,114	+72%	+$193K	0.05%	248
2023 Q1	$271K	Buy	2,935 +119	+4%	+$11.6K	0.04%	367
2022 Q4	$266K	Sell	2,816 -264	-9%	-$24.3K	0.04%	365
2022 Q3	$254K	Hold	3,080	–	–	0.05%	295
2022 Q2	$274K	Sell	3,080 -440	-13%	-$42.2K	0.06%	256
2022 Q1	$362K	Buy	3,520 +419	+14%	+$42.7K	0.08%	199
2021 Q4	$328K	Buy	+3,101	New	+$325K	0.1%	158

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

Wedmont Private Capital's IJS Position: Q2 2026 in Review

Wedmont Private Capital held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 7,530 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #343.

Wedmont Private Capital first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 569 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Wedmont Private Capital held 7,530 shares of iShares S&P Small-Cap 600 Value ETF worth $1.02M as of Q2 2026.
Wedmont Private Capital left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #343 holding.
Wedmont Private Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
569 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.