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

Bedel Financial Consulting’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 		$1.28M Hold
9,354
– – 0.12% 95
2026
Q1 		$1.11M Hold
9,354
– – 0.12% 95
2025
Q4 		$1.06M Buy
9,354
+7,232
+341% +$811K 0.11% 101
2025
Q3 		$235K Hold
2,122
– – 0.03% 249
2025
Q2 		$211K Buy
+2,122
New +$200K 0.03% 260
2025
Q1 		– Sell
-2,122
Closed -$235K – 267
2024
Q4 		$235K Buy
+2,122
New +$235K 0.03% 237
2022
Q2 		– Sell
-870
Closed -$89K – 509
2022
Q1 		$89K Hold
870
– – 0.03% 294
2021
Q4 		$91K Hold
870
– – 0.03% 298
2021
Q3 		$88K Hold
870
– – 0.03% 296
2021
Q2 		$92K Buy
870
+120
+16% +$12.5K 0.03% 288
2021
Q1 		$76K Buy
750
+30
+4% +$2.84K 0.03% 305
2020
Q4 		$59K Hold
720
– – 0.03% 294
2020
Q3 		$44K Hold
720
– – 0.02% 316
2020
Q2 		$43K Sell
720
-102
-12% -$5.72K 0.02% 295
2020
Q1 		$41K Sell
822
-122
-13% -$8.46K 0.03% 290
2019
Q4 		$76K Hold
944
– – 0.04% 240
2019
Q3 		$71K Sell
944
-110
-10% -$8.08K 0.04% 243
2019
Q2 		$78K Buy
1,054
+102
+11% +$7.57K 0.05% 228
2019
Q1 		$70K Hold
952
– – 0.04% 229
2018
Q4 		$63K Sell
952
-26
-3% -$1.93K 0.05% 226
2018
Q3 		$77K Buy
978
+790
+420% +$66.7K 0.05% 219
2018
Q2 		$15K Hold
188
– – 0.01% 427
2018
Q1 		$14K Buy
+188
New +$14.5K 0.01% 427

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

Bedel Financial Consulting's IJS Position: Q2 2026 in Review

Bedel Financial Consulting held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 9,354 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #95.

Bedel Financial Consulting first reported a position in IJS in Q1 2018 and has held it in 23 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Bedel Financial Consulting held 9,354 shares of iShares S&P Small-Cap 600 Value ETF worth $1.28M as of Q2 2026.
  • Bedel Financial Consulting 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 0.12% of Bedel Financial Consulting's portfolio in Q2 2026, its #95 holding.
  • Bedel Financial Consulting first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2018 and has held it in 23 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.