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

Altiora Financial 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	$444K	Buy	3,469 +3	+0.1%	+$407	0.07%	76
2026 Q2	$474K	Hold	3,466	–	–	0.07%	78
2026 Q1	$411K	Hold	3,466	–	–	0.07%	81
2025 Q4	$394K	Hold	3,466	–	–	0.07%	73
2025 Q3	$383K	Hold	3,466	–	–	0.07%	71
2025 Q2	$345K	Hold	3,466	–	–	0.07%	77
2025 Q1	$338K	Hold	3,466	–	–	0.07%	76
2024 Q4	$376K	Hold	3,466	–	–	0.08%	77
2024 Q3	$373K	Hold	3,466	–	–	0.08%	76
2024 Q2	$337K	Hold	3,466	–	–	0.08%	73
2024 Q1	$356K	Hold	3,466	–	–	0.1%	67
2023 Q4	$357K	Hold	3,466	–	–	0.1%	63
2023 Q3	$309K	Hold	3,466	–	–	0.14%	50
2023 Q2	$330K	Hold	3,466	–	–	0.14%	49
2023 Q1	$324K	Hold	3,466	–	–	0.15%	51
2022 Q4	$316K	Buy	+3,466	New	+$319K	0.16%	47

Other funds holding IJS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Altiora Financial Group's IJS Position: Q3 2026 in Review

Altiora Financial Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.09% in Q3 2026, buying an estimated $407 and bringing the position to 3,469 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #76.

Altiora Financial Group first reported a position in IJS in Q4 2022 and has held it in 16 quarters since. The position peaked at $474K in Q2 2026. 793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Altiora Financial Group held 3,469 shares of iShares S&P Small-Cap 600 Value ETF worth $444K as of Q3 2026.
Altiora Financial Group bought 3 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $407.
iShares S&P Small-Cap 600 Value ETF made up 0.07% of Altiora Financial Group's portfolio in Q3 2026, its #76 holding.
Altiora Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 16 quarters since.
Altiora Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $474K in Q2 2026.
793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.