Broadview Financial Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.99M | Sell |
29,219
-58
| -0.2% | -$7.48K | 2.44% | 11 |
|
|
2026
Q1 | $3.47M | Sell |
29,277
-261
| -0.9% | -$31.5K | 2.37% | 11 |
|
|
2025
Q4 | $3.36M | Sell |
29,538
-490
| -2% | -$54.9K | 2.25% | 13 |
|
|
2025
Q3 | $3.32M | Sell |
30,028
-1,187
| -4% | -$126K | 2.24% | 13 |
|
|
2025
Q2 | $3.11M | Sell |
31,215
-741
| -2% | -$70K | 2.11% | 13 |
|
|
2025
Q1 | $3.12M | Sell |
31,956
-220
| -0.7% | -$23.2K | 2.32% | 11 |
|
|
2024
Q4 | $3.49M | Sell |
32,176
-1,594
| -5% | -$177K | 2.5% | 11 |
|
|
2024
Q3 | $3.64M | Buy |
33,770
+58
| +0.2% | +$6.02K | 2.46% | 11 |
|
|
2024
Q2 | $3.28M | Sell |
33,712
-862
| -2% | -$84.7K | 2.39% | 11 |
|
|
2024
Q1 | $3.55M | Sell |
34,574
-114
| -0.3% | -$11.3K | 2.59% | 11 |
|
|
2023
Q4 | $3.58M | Sell |
34,688
-862
| -2% | -$78.5K | 2.76% | 11 |
|
|
2023
Q3 | $3.17M | Sell |
35,550
-638
| -2% | -$60.8K | 2.93% | 10 |
|
|
2023
Q2 | $3.44M | Sell |
36,188
-307
| -0.8% | -$28.1K | 2.94% | 10 |
|
|
2023
Q1 | $3.42M | Buy |
36,495
+100
| +0.3% | +$9.77K | 2.98% | 10 |
|
|
2022
Q4 | $3.32M | Sell |
36,395
-3,006
| -8% | -$277K | 2.99% | 10 |
|
|
2022
Q3 | $3.25M | Sell |
39,401
-103
| -0.3% | -$9.53K | 3.25% | 10 |
|
|
2022
Q2 | $3.52M | Sell |
39,504
-124
| -0.3% | -$11.9K | 3.28% | 10 |
|
|
2022
Q1 | $4.06M | Buy |
39,628
+32
| +0.1% | +$3.26K | 3.01% | 10 |
|
|
2021
Q4 | $4.14M | Sell |
39,596
-431
| -1% | -$45.2K | 2.95% | 11 |
|
|
2021
Q3 | $4.03M | Sell |
40,027
-509
| -1% | -$51.4K | 3.12% | 10 |
|
|
2021
Q2 | $4.27M | Sell |
40,536
-1,386
| -3% | -$145K | 3.22% | 10 |
|
|
2021
Q1 | $4.22M | Sell |
41,922
-10,075
| -19% | -$954K | 3.28% | 9 |
|
|
2020
Q4 | $4.23M | Sell |
51,997
-6,097
| -10% | -$443K | 3.24% | 9 |
|
|
2020
Q3 | $3.56M | Sell |
58,094
-2,700
| -4% | -$170K | 3% | 10 |
|
|
2020
Q2 | $3.66M | Sell |
60,794
-14,942
| -20% | -$838K | 2.93% | 11 |
|
|
2020
Q1 | $3.79M | Buy |
75,736
+4,992
| +7% | +$346K | 3.38% | 10 |
|
|
2019
Q4 | $5.69M | Sell |
70,744
-68
| -0.1% | -$5.27K | 3.96% | 9 |
|
|
2019
Q3 | $5.32M | Buy |
70,812
+74
| +0.1% | +$5.44K | 3.95% | 9 |
|
|
2019
Q2 | $5.26M | Sell |
70,738
-354
| -0.5% | -$26.3K | 3.96% | 9 |
|
|
2019
Q1 | $5.24M | Sell |
71,092
-526
| -0.7% | -$38.9K | 4.08% | 9 |
|
|
2018
Q4 | $4.72M | Buy |
71,618
+3,982
| +6% | +$296K | 4.2% | 8 |
|
|
2018
Q3 | $5.64M | Sell |
67,636
-1,094
| -2% | -$92.4K | 5.07% | 7 |
|
|
2018
Q2 | $5.61M | Sell |
68,730
-1,538
| -2% | -$123K | 5.48% | 6 |
|
|
2018
Q1 | $5.3M | Buy |
70,268
+1,554
| +2% | +$120K | 5.23% | 6 |
|
|
2017
Q4 | $5.28M | Buy |
+68,714
| New | +$5.17M | 5.12% | 7 |
|
Other funds holding IJS
SP
PRS
PCIA
MWM
Broadview Financial Management's IJS Position: Q2 2026 in Review
Broadview Financial Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.2% in Q2 2026, selling an estimated $7.48K and leaving 29,219 shares worth $3.99M. The position accounts for 2.44% of the portfolio, ranked #11.
Broadview Financial Management first reported a position in IJS in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.69M in Q4 2019. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.
- Broadview Financial Management held 29,219 shares of iShares S&P Small-Cap 600 Value ETF worth $3.99M as of Q2 2026.
- Broadview Financial Management sold 58 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $7.48K.
- iShares S&P Small-Cap 600 Value ETF made up 2.44% of Broadview Financial Management's portfolio in Q2 2026, its #11 holding.
- Broadview Financial Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 35 quarters since.
- Broadview Financial Management's iShares S&P Small-Cap 600 Value ETF position peaked at $5.69M in Q4 2019.
- 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.
Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.