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

Arcadia Investment 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 		$210K Hold
1,538
– – 0.09% 40
2026
Q1 		$182K Hold
1,538
– – 0.09% 40
2025
Q4 		$175K Hold
1,538
– – 0.08% 41
2025
Q3 		$170K Hold
1,538
– – 0.08% 42
2025
Q2 		$153K Hold
1,538
– – 0.08% 43
2025
Q1 		$150K Sell
1,538
-325
-17% -$34.3K 0.08% 38
2024
Q4 		$202K Hold
1,863
– – 0.11% 36
2024
Q3 		$201K Hold
1,863
– – 0.11% 38
2024
Q2 		$181K Sell
1,863
-33
-2% -$3.24K 0.1% 37
2024
Q1 		$195K Hold
1,896
– – 0.11% 36
2023
Q4 		$195K Hold
1,896
– – 0.12% 35
2023
Q3 		$169K Hold
1,896
– – 0.11% 37
2023
Q2 		$180K Hold
1,896
– – 0.12% 37
2023
Q1 		$177K Sell
1,896
-1,012
-35% -$98.9K 0.12% 35
2022
Q4 		$266K Hold
2,908
– – 0.19% 30
2022
Q3 		$240K Hold
2,908
– – 0.18% 32
2022
Q2 		$259K Hold
2,908
– – 0.19% 33
2022
Q1 		$298K Hold
2,908
– – 0.18% 34
2021
Q4 		$304K Hold
2,908
– – 0.16% 36
2021
Q3 		$293K Sell
2,908
-6
-0.2% -$606 0.16% 37
2021
Q2 		$307K Sell
2,914
-585
-17% -$61.1K 0.16% 35
2021
Q1 		$352K Sell
3,499
-109
-3% -$10.3K 0.19% 34
2020
Q4 		$293K Sell
3,608
-2
-0.1% -$145 0.17% 32
2020
Q3 		$221K Hold
3,610
– – 0.14% 34
2020
Q2 		$217K Sell
3,610
-4
-0.1% -$224 0.15% 35
2020
Q1 		$181K Sell
3,614
-2
-0.1% -$139 0.14% 38
2019
Q4 		$291K Sell
3,616
-78
-2% -$6.05K 0.19% 26
2019
Q3 		$277K Hold
3,694
– – 0.19% 25
2019
Q2 		$275K Sell
3,694
-86
-2% -$6.38K 0.19% 27
2019
Q1 		$279K Hold
3,780
– – 0.21% 31
2018
Q4 		$249K Sell
3,780
-2,614
-41% -$194K 0.22% 29
2018
Q3 		$534K Hold
6,394
– – 0.41% 18
2018
Q2 		$522K Sell
6,394
-2
-0% -$160 0.41% 22
2018
Q1 		$482K Buy
6,396
+2,430
+61% +$187K 0.41% 20
2017
Q4 		$305K Buy
+3,966
New +$299K 0.26% 23

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Arcadia Investment Advisors's IJS Position: Q2 2026 in Review

Arcadia Investment Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 1,538 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #40.

Arcadia Investment Advisors first reported a position in IJS in Q4 2017 and has held it in 35 quarters since. The position peaked at $534K in Q3 2018. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Arcadia Investment Advisors held 1,538 shares of iShares S&P Small-Cap 600 Value ETF worth $210K as of Q2 2026.
  • Arcadia Investment Advisors 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 0.09% of Arcadia Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Arcadia Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Arcadia Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $534K in Q3 2018.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.