BGAI
IJS icon

Bruce G. Allen Investments’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bruce G. Allen Investments’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 		$1.22M Sell
8,928
-29
-0.3% -$3.74K 0.78% 17
2026
Q1 		$1.06M Buy
8,957
+11
+0.1% +$1.33K 0.69% 16
2025
Q4 		$1.02M Buy
8,946
+29
+0.3% +$3.25K 0.69% 17
2025
Q3 		$986K Buy
8,917
+27
+0.3% +$2.87K 0.71% 17
2025
Q2 		$884K Sell
8,890
-534
-6% -$50.4K 0.67% 18
2025
Q1 		$919K Buy
9,424
+1,342
+17% +$142K 0.73% 17
2024
Q4 		$878K Buy
8,082
+1,407
+21% +$156K 0.71% 18
2024
Q3 		$719K Buy
6,675
+104
+2% +$10.8K 0.56% 23
2024
Q2 		$639K Buy
6,571
+28
+0.4% +$2.75K 0.54% 26
2024
Q1 		$672K Buy
6,543
+1,723
+36% +$171K 0.55% 24
2023
Q4 		$497K Buy
+4,820
New +$439K 0.45% 31

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
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

Bruce G. Allen Investments's IJS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.32% in Q2 2026, selling an estimated $3.74K and leaving 8,928 shares worth $1.22M. The position accounts for 0.78% of the portfolio, ranked #17.

Bruce G. Allen Investments first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 525 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Bruce G. Allen Investments held 8,928 shares of iShares S&P Small-Cap 600 Value ETF worth $1.22M as of Q2 2026.
  • Bruce G. Allen Investments sold 29 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $3.74K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.78% of Bruce G. Allen Investments's portfolio in Q2 2026, its #17 holding.
  • Bruce G. Allen Investments first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 525 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.