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 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 $1.89T 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

Altiora Financial Group's IJS Position: Q2 2026 in Review

Altiora Financial Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 3,466 shares worth $474K. The position accounts for 0.07% of the portfolio, ranked #78.

Altiora Financial Group first reported a position in IJS in Q4 2022 and has held it in 15 quarters since. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Altiora Financial Group held 3,466 shares of iShares S&P Small-Cap 600 Value ETF worth $474K as of Q2 2026.
Altiora Financial Group left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.07% of Altiora Financial Group's portfolio in Q2 2026, its #78 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 15 quarters since.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.