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

Blue Trust Inc’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 		$257K Sell
1,883
-683
-27% -$88.1K ﹤0.01% 708
2026
Q1 		$304K Sell
2,566
-945
-27% -$114K ﹤0.01% 649
2025
Q4 		$399K Buy
3,511
+2,435
+226% +$273K ﹤0.01% 563
2025
Q3 		$119K Sell
1,076
-100
-9% -$10.6K ﹤0.01% 997
2025
Q2 		$117K Hold
1,176
– – ﹤0.01% 984
2025
Q1 		$115K Hold
1,176
– – ﹤0.01% 931
2024
Q4 		$128K Buy
1,176
+100
+9% +$11.1K ﹤0.01% 830
2024
Q3 		$105K Hold
1,076
– – ﹤0.01% 1196
2024
Q2 		$111K Hold
1,076
– – ﹤0.01% 936
2024
Q1 		$111K Hold
1,076
– – ﹤0.01% 687
2023
Q4 		$96K Hold
1,076
– – ﹤0.01% 691
2023
Q3 		$102K Hold
1,076
– – ﹤0.01% 614
2023
Q2 		$101K Sell
1,076
-675
-39% -$61.7K ﹤0.01% 496
2023
Q1 		$160K Sell
1,751
-676
-28% -$66K ﹤0.01% 618
2022
Q4 		$200K Sell
2,427
-74,832
-97% -$6.89M ﹤0.01% 451
2022
Q3 		$6.88M Buy
77,259
+75,929
+5,709% +$7.03M 0.12% 54
2022
Q2 		$136K Buy
+1,330
New +$128K ﹤0.01% 408

Other funds holding IJS

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

Blue Trust Inc's IJS Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 27% in Q2 2026, selling an estimated $88.1K and leaving 1,883 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Blue Trust Inc first reported a position in IJS in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.88M in Q3 2022. 203 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Blue Trust Inc held 1,883 shares of iShares S&P Small-Cap 600 Value ETF worth $257K as of Q2 2026.
  • Blue Trust Inc sold 683 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $88.1K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #708 holding.
  • Blue Trust Inc first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares S&P Small-Cap 600 Value ETF position peaked at $6.88M in Q3 2022.
  • 203 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.