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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Altiora Financial Group's IJS Position: Q1 2026 in Review

Altiora Financial Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 3,466 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #81.

Altiora Financial Group first reported a position in IJS in Q4 2022 and has held it in 14 quarters since. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Altiora Financial Group held 3,466 shares of iShares S&P Small-Cap 600 Value ETF worth $411K as of Q1 2026.
Altiora Financial Group left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.07% of Altiora Financial Group's portfolio in Q1 2026, its #81 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 14 quarters since.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.