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 Q2	$489K	Sell	3,579 -50	-1%	-$6.45K	0.28%	54
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 $1.89T 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

Blackston Financial Advisory Group's IJS Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.4% in Q2 2026, selling an estimated $6.45K and leaving 3,579 shares worth $489K. The position accounts for 0.28% of the portfolio, ranked #54.

Blackston Financial Advisory Group first reported a position in IJS in Q1 2022 and has held it in 14 quarters since. The position peaked at $927K in Q3 2024. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Blackston Financial Advisory Group held 3,579 shares of iShares S&P Small-Cap 600 Value ETF worth $489K as of Q2 2026.
Blackston Financial Advisory Group sold 50 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $6.45K.
iShares S&P Small-Cap 600 Value ETF made up 0.28% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #54 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 14 quarters since.
Blackston Financial Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $927K in Q3 2024.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.