Allium Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Allium Financial Advisors’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	$202K	Buy	+1,481	New	+$191K	0.13%	79

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 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

Allium Financial Advisors's IJS Position: Q2 2026 in Review

Allium Financial Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,481 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #79 among its holdings.

884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Allium Financial Advisors held 1,481 shares of iShares S&P Small-Cap 600 Value ETF worth $202K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Allium Financial Advisors position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.13% of Allium Financial Advisors's portfolio in Q2 2026, its #79 holding.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.