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

Camelot Technology 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	$274K	Buy	2,002 +4	+0.2%	+$516	0.18%	54
2026 Q1	$237K	Buy	1,998 +2	+0.1%	+$242	0.17%	56
2025 Q4	$227K	Buy	1,996 +4	+0.2%	+$448	0.17%	52
2025 Q3	$220K	Buy	+1,992	New	+$212K	0.17%	54
2025 Q1	–	Sell	-1,980	Closed	-$215K	–	54
2024 Q4	$215K	Buy	1,980 +5	+0.3%	+$554	0.19%	52
2024 Q3	$213K	Buy	+1,975	New	+$205K	0.19%	57
2024 Q2	–	Sell	-1,966	Closed	-$202K	–	63
2024 Q1	$202K	Sell	1,966 -655	-25%	-$65K	0.19%	59
2023 Q4	$270K	Buy	+2,621	New	+$239K	0.28%	50

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Camelot Technology Advisors's IJS Position: Q2 2026 in Review

Camelot Technology Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.2% in Q2 2026, buying an estimated $516 and bringing the position to 2,002 shares worth $274K. The position accounts for 0.18% of the portfolio, ranked #54.

Camelot Technology Advisors first reported a position in IJS in Q4 2023 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Camelot Technology Advisors held 2,002 shares of iShares S&P Small-Cap 600 Value ETF worth $274K as of Q2 2026.
Camelot Technology Advisors bought 4 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $516.
iShares S&P Small-Cap 600 Value ETF made up 0.18% of Camelot Technology Advisors's portfolio in Q2 2026, its #54 holding.
Camelot Technology Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.