Blackston Financial Advisory Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Blackston Financial Advisory 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	$430K	Sell	3,629 -811	-18%	-$98K	0.27%	50
2025 Q4	$505K	Sell	4,440 -889	-17%	-$99.6K	0.31%	49
2025 Q3	$589K	Sell	5,329 -1,507	-22%	-$160K	0.35%	42
2025 Q2	$680K	Sell	6,836 -905	-12%	-$85.5K	0.43%	37
2025 Q1	$755K	Sell	7,741 -596	-7%	-$62.9K	0.51%	28
2024 Q4	$905K	Sell	8,337 -276	-3%	-$30.6K	0.45%	32
2024 Q3	$927K	Buy	+8,613	New	+$894K	0.48%	30
2023 Q3	–	Sell	-4,932	Closed	-$469K	–	92
2023 Q2	$469K	Buy	4,932 +215	+5%	+$19.7K	0.34%	46
2023 Q1	$441K	Buy	4,717 +1,579	+50%	+$154K	0.33%	51
2022 Q4	$287K	Buy	3,138 +15	+0.5%	+$1.38K	0.21%	76
2022 Q3	$295K	Sell	3,123 -342	-10%	-$31.6K	0.21%	70
2022 Q2	$310K	Buy	3,465 +321	+10%	+$30.8K	0.2%	65
2022 Q1	$317K	Buy	+3,144	New	+$320K	0.21%	60

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

Blackston Financial Advisory Group's IJS Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 18% in Q1 2026, selling an estimated $98K and leaving 3,629 shares worth $430K. The position accounts for 0.27% of the portfolio, ranked #50.

Blackston Financial Advisory Group first reported a position in IJS in Q1 2022 and has held it in 13 quarters since. The position peaked at $927K in Q3 2024. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Blackston Financial Advisory Group held 3,629 shares of iShares S&P Small-Cap 600 Value ETF worth $430K as of Q1 2026.
Blackston Financial Advisory Group sold 811 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $98K.
iShares S&P Small-Cap 600 Value ETF made up 0.27% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #50 holding.
Blackston Financial Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 13 quarters since.
Blackston Financial Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $927K in Q3 2024.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.