Arlington Trust’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Arlington Trust’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	$125K	Hold	915	–	–	0.01%	168
2026 Q1	$108K	Hold	915	–	–	0.01%	145
2025 Q4	$104K	Buy	915 +165	+22%	+$18.5K	0.01%	136
2025 Q3	$82.9K	Hold	750	–	–	0.01%	293
2025 Q2	$74.6K	Sell	750 -340	-31%	-$32.1K	0.01%	306
2025 Q1	$106K	Hold	1,090	–	–	0.02%	252
2024 Q4	$118K	Hold	1,090	–	–	0.02%	243
2024 Q3	$117K	Hold	1,090	–	–	0.03%	237
2024 Q2	$106K	Buy	+1,090	New	+$107K	0.02%	246

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

Arlington Trust's IJS Position: Q2 2026 in Review

Arlington Trust held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 915 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #168.

Arlington Trust first reported a position in IJS in Q2 2024 and has held it in 9 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Arlington Trust held 915 shares of iShares S&P Small-Cap 600 Value ETF worth $125K as of Q2 2026.
Arlington Trust 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 0.01% of Arlington Trust's portfolio in Q2 2026, its #168 holding.
Arlington Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and has held it in 9 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.