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

Advisory Solutions Group’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
Q3 		$405K Buy
3,162
+532
+20% +$72.2K 0.09% 187
2026
Q2 		$359K Buy
+2,630
New +$339K 0.12% 139

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Advisory Solutions Group's IJS Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 20% in Q3 2026, buying an estimated $72.2K and bringing the position to 3,162 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #187.

Advisory Solutions Group first reported a position in IJS in Q2 2026 and has held it in 2 quarters since. 793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Advisory Solutions Group held 3,162 shares of iShares S&P Small-Cap 600 Value ETF worth $405K as of Q3 2026.
  • Advisory Solutions Group bought 532 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $72.2K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.09% of Advisory Solutions Group's portfolio in Q3 2026, its #187 holding.
  • Advisory Solutions Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.