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Bradley Foster & Sargent’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bradley Foster & Sargent’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 		$289K Hold
2,113
– – ﹤0.01% 482
2026
Q1 		$250K Sell
2,113
-312
-13% -$37.7K ﹤0.01% 488
2025
Q4 		$276K Sell
2,425
-33
-1% -$3.7K ﹤0.01% 476
2025
Q3 		$272K Hold
2,458
– – ﹤0.01% 480
2025
Q2 		$245K Hold
2,458
– – ﹤0.01% 495
2025
Q1 		$240K Hold
2,458
– – ﹤0.01% 437
2024
Q4 		$267K Sell
2,458
-198
-7% -$21.9K ﹤0.01% 425
2024
Q3 		$286K Sell
2,656
-16
-0.6% -$1.66K ﹤0.01% 415
2024
Q2 		$260K Hold
2,672
– – ﹤0.01% 415
2024
Q1 		$275K Buy
2,672
+88
+3% +$8.73K 0.01% 402
2023
Q4 		$266K Sell
2,584
-308
-11% -$28.1K 0.01% 402
2023
Q3 		$275K Hold
2,892
– – 0.01% 400
2023
Q2 		$275K Buy
2,892
+252
+10% +$23K 0.01% 400
2023
Q1 		$247K Buy
2,640
+70
+3% +$6.84K 0.01% 397
2022
Q4 		$235K Sell
2,570
-42
-2% -$3.87K 0.01% 396
2022
Q3 		$215K Sell
2,612
-40
-2% -$3.7K 0.01% 401
2022
Q2 		$236K Buy
+2,652
New +$254K 0.01% 407
2019
Q2 		– Sell
-3,210
Closed -$237K – 353
2019
Q1 		$237K Buy
+3,210
New +$237K 0.01% 326

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

Bradley Foster & Sargent's IJS Position: Q2 2026 in Review

Bradley Foster & Sargent held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,113 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Bradley Foster & Sargent first reported a position in IJS in Q1 2019 and has held it in 18 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Bradley Foster & Sargent held 2,113 shares of iShares S&P Small-Cap 600 Value ETF worth $289K as of Q2 2026.
  • Bradley Foster & Sargent 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 Bradley Foster & Sargent's portfolio in Q2 2026, its #482 holding.
  • Bradley Foster & Sargent first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 18 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.