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

Bragg Financial Advisors’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 		$1.49M Sell
10,908
-150
-1% -$19.4K 0.04% 213
2026
Q1 		$1.31M Hold
11,058
– – 0.04% 203
2025
Q4 		$1.26M Hold
11,058
– – 0.04% 203
2025
Q3 		$1.22M Sell
11,058
-50
-0.5% -$5.31K 0.04% 204
2025
Q2 		$1.11M Sell
11,108
-320
-3% -$30.2K 0.04% 210
2025
Q1 		$1.11M Buy
11,428
+78
+0.7% +$8.23K 0.05% 203
2024
Q4 		$1.23M Sell
11,350
-507
-4% -$56.2K 0.05% 195
2024
Q3 		$1.28M Hold
11,857
– – 0.05% 196
2024
Q2 		$1.15M Buy
11,857
+320
+3% +$31.4K 0.05% 196
2024
Q1 		$1.19M Sell
11,537
-1,640
-12% -$163K 0.05% 195
2023
Q4 		$1.36M Sell
13,177
-2,503
-16% -$228K 0.06% 185
2023
Q3 		$1.4M Buy
15,680
+230
+1% +$21.9K 0.07% 180
2023
Q2 		$1.47M Sell
15,450
-280
-2% -$25.6K 0.08% 177
2023
Q1 		$1.47M Buy
15,730
+1,108
+8% +$108K 0.09% 174
2022
Q4 		$1.34M Hold
14,622
– – 0.08% 178
2022
Q3 		$1.21M Hold
14,622
– – 0.08% 174
2022
Q2 		$1.3M Buy
14,622
+2,670
+22% +$256K 0.09% 168
2022
Q1 		$1.22M Hold
11,952
– – 0.07% 181
2021
Q4 		$1.2M Hold
11,952
– – 0.08% 176
2021
Q3 		$1.2M Buy
11,952
+82
+0.7% +$8.28K 0.08% 176
2021
Q2 		$1.25M Hold
11,870
– – 0.08% 175
2021
Q1 		$1.2M Hold
11,870
– – 0.08% 172
2020
Q4 		$965K Sell
11,870
-600
-5% -$43.6K 0.08% 164
2020
Q3 		$763K Hold
12,470
– – 0.08% 168
2020
Q2 		$751K Buy
12,470
+6,760
+118% +$379K 0.08% 165
2020
Q1 		$285K Buy
+5,710
New +$396K 0.04% 222

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

Bragg Financial Advisors's IJS Position: Q2 2026 in Review

Bragg Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.4% in Q2 2026, selling an estimated $19.4K and leaving 10,908 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #213.

Bragg Financial Advisors first reported a position in IJS in Q1 2020 and has held it in 26 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Bragg Financial Advisors held 10,908 shares of iShares S&P Small-Cap 600 Value ETF worth $1.49M as of Q2 2026.
  • Bragg Financial Advisors sold 150 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $19.4K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Bragg Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • Bragg Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.