Axis Wealth Partners, LLC Ishares S&P Smallcap 600 Value Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 6,636 shares of IJS stock, worth $731,154. This represents 0.43% of its overall portfolio holdings.

Number of Shares
6,636
Previous 4,717 40.68%
Holding current value
$731,154
Previous $469 Million 56.38%
% of portfolio
0.43%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$98.99 - $112.2 $189,961 - $215,311
1,919 Added 40.68%
6,636 $734 Million
Q2 2025

Jul 15, 2025
BUY
$83.54 - $100.04 $211,940 - $253,801
2,537 Added 116.38%
4,717 $469 Million
Q1 2025

Apr 28, 2025
BUY
$96.3 - $112.23 $209,934 - $244,661
2,180 New
2,180 $212 Million

Others Institutions Holding IJS

# of Institutions
912
Shares Held
39.2M
Call Options Held
27.8K
Put Options Held
14.9K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email