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

Cahill 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 		$1.04M Sell
7,587
-151
-2% -$19.5K 0.1% 131
2026
Q1 		$917K Sell
7,738
-78
-1% -$9.42K 0.1% 136
2025
Q4 		$889K Buy
7,816
+2
+0% +$224 0.1% 135
2025
Q3 		$864K Buy
7,814
+101
+1% +$10.7K 0.1% 140
2025
Q2 		$767K Buy
7,713
+2
+0% +$189 0.1% 139
2025
Q1 		$752K Buy
7,711
+2
+0% +$211 0.1% 138
2024
Q4 		$837K Sell
7,709
-446
-5% -$49.4K 0.11% 131
2024
Q3 		$878K Sell
8,155
-92
-1% -$9.55K 0.12% 122
2024
Q2 		$802K Buy
8,247
+336
+4% +$33K 0.11% 137
2024
Q1 		$813K Sell
7,911
-2,961
-27% -$294K 0.11% 139
2023
Q4 		$1.12M Sell
10,872
-886
-8% -$80.7K 0.17% 111
2023
Q3 		$1.05M Sell
11,758
-23,199
-66% -$2.21M 0.17% 115
2023
Q2 		$3.32M Buy
34,957
+2,106
+6% +$193K 0.54% 39
2023
Q1 		$3.07M Buy
32,851
+2,394
+8% +$234K 0.55% 41
2022
Q4 		$2.78M Sell
30,457
-9,156
-23% -$843K 0.53% 41
2022
Q3 		$3.27M Buy
39,613
+5,174
+15% +$479K 0.69% 37
2022
Q2 		$3.07M Buy
34,439
+23,756
+222% +$2.28M 0.65% 40
2022
Q1 		$1.09M Buy
10,683
+2
+0% +$204 0.21% 105
2021
Q4 		$1.12M Buy
10,681
+4
+0% +$419 0.22% 101
2021
Q3 		$1.07M Hold
10,677
– – 0.22% 101
2021
Q2 		$1.13M Sell
10,677
-156
-1% -$16.3K 0.25% 89
2021
Q1 		$1.09M Sell
10,833
-1,133
-9% -$107K 0.27% 88
2020
Q4 		$973K Sell
11,966
-1,528
-11% -$111K 0.25% 85
2020
Q3 		$826K Sell
13,494
-3,264
-19% -$205K 0.3% 82
2020
Q2 		$1.01M Sell
16,758
-7,522
-31% -$422K 0.39% 66
2020
Q1 		$1.21M Sell
24,280
-24,868
-51% -$1.72M 0.56% 50
2019
Q4 		$3.95M Sell
49,148
-8,244
-14% -$639K 1.44% 18
2019
Q3 		$4.31M Sell
57,392
-10,556
-16% -$776K 1.68% 13
2019
Q2 		$5.05M Sell
67,948
-8,066
-11% -$598K 2% 10
2019
Q1 		$5.61M Sell
76,014
-988
-1% -$73K 2.34% 8
2018
Q4 		$5.08M Buy
77,002
+1,470
+2% +$109K 2.54% 7
2018
Q3 		$6.3M Buy
75,532
+1,222
+2% +$103K 2.78% 5
2018
Q2 		$6.07M Buy
74,310
+356
+0.5% +$28.5K 2.8% 4
2018
Q1 		$5.58M Sell
73,954
-508
-0.7% -$39.1K 2.66% 5
2017
Q4 		$5.72M Buy
74,462
+1,550
+2% +$117K 2.87% 4
2017
Q3 		$5.41M Buy
72,912
+3,432
+5% +$239K 2.86% 4
2017
Q2 		$4.86M Sell
69,480
-278
-0.4% -$19.2K 2.69% 4
2017
Q1 		$4.84M Hold
69,758
– – 2.79% 4
2016
Q4 		$4.88M Buy
69,758
+1,360
+2% +$89.1K 2.97% 4
2016
Q3 		$4.27M Buy
68,398
+1,154
+2% +$70.8K 2.78% 4
2016
Q2 		$3.93M Buy
67,244
+616
+0.9% +$35.3K 2.74% 6
2016
Q1 		$3.78M Buy
66,628
+1,664
+3% +$86.3K 2.83% 5
2015
Q4 		$3.51M Buy
64,964
+26
+0% +$1.44K 2.87% 8
2015
Q3 		$3.4M Buy
64,938
+900
+1% +$50K 2.77% 6
2015
Q2 		$3.77M Buy
64,038
+2,624
+4% +$156K 2.82% 5
2015
Q1 		$3.65M Buy
61,414
+354
+0.6% +$20.6K 2.78% 8
2014
Q4 		$3.6M Buy
61,060
+1,998
+3% +$113K 2.78% 7
2014
Q3 		$3.17M Sell
59,062
-578
-1% -$32.5K 2.53% 9
2014
Q2 		$3.44M Buy
59,640
+1,938
+3% +$108K 2.7% 7
2014
Q1 		$3.27M Buy
57,702
+5,266
+10% +$291K 2.8% 5
2013
Q4 		$2.92M Buy
+52,436
New +$2.8M 2.53% 7

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Cahill Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2% in Q2 2026, selling an estimated $19.5K and leaving 7,587 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #131.

Cahill Financial Advisors first reported a position in IJS in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.3M in Q3 2018. 697 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Cahill Financial Advisors held 7,587 shares of iShares S&P Small-Cap 600 Value ETF worth $1.04M as of Q2 2026.
  • Cahill Financial Advisors sold 151 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $19.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Cahill Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • Cahill Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $6.3M in Q3 2018.
  • 697 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.