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

Cardiff Park 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	$2.85M	Sell	20,865 -2,703	-11%	-$349K	0.22%	62
2026 Q1	$2.79M	Sell	23,568 -2,524	-10%	-$305K	0.22%	66
2025 Q4	$2.97M	Sell	26,092 -57	-0.2%	-$6.39K	0.24%	58
2025 Q3	$2.89M	Sell	26,149 -421	-2%	-$44.7K	0.22%	61
2025 Q2	$2.64M	Buy	26,570 +45	+0.2%	+$4.25K	0.23%	58
2025 Q1	$2.59M	Sell	26,525 -912	-3%	-$96.2K	0.25%	54
2024 Q4	$2.98M	Sell	27,437 -408	-1%	-$45.2K	0.28%	51
2024 Q3	$3M	Buy	27,845 +38	+0.1%	+$3.95K	0.27%	52
2024 Q2	$2.7M	Sell	27,807 -1,186	-4%	-$117K	0.26%	56
2024 Q1	$2.98M	Buy	28,993 +26	+0.1%	+$2.58K	0.28%	57
2023 Q4	$2.99M	Sell	28,967 -269	-0.9%	-$24.5K	0.33%	50
2023 Q3	$2.61M	Sell	29,236 -8	-0%	-$762	0.33%	52
2023 Q2	$2.78M	Buy	29,244 +30	+0.1%	+$2.74K	0.34%	50
2023 Q1	$2.73M	Sell	29,214 -435	-1%	-$42.5K	0.36%	48
2022 Q4	$2.71M	Sell	29,649 -3,573	-11%	-$329K	0.38%	46
2022 Q3	$2.74M	Buy	33,222 +11	+0%	+$1.02K	0.43%	44
2022 Q2	$2.96M	Sell	33,211 -190	-0.6%	-$18.2K	0.45%	40
2022 Q1	$3.42M	Buy	33,401 +61	+0.2%	+$6.22K	0.48%	34
2021 Q4	$3.48M	Buy	+33,340	New	+$3.49M	0.46%	32

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cardiff Park Advisors's IJS Position: Q2 2026 in Review

Cardiff Park Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 11% in Q2 2026, selling an estimated $349K and leaving 20,865 shares worth $2.85M. The position accounts for 0.22% of the portfolio, ranked #62.

Cardiff Park Advisors first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q4 2021. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Cardiff Park Advisors held 20,865 shares of iShares S&P Small-Cap 600 Value ETF worth $2.85M as of Q2 2026.
Cardiff Park Advisors sold 2,703 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $349K.
iShares S&P Small-Cap 600 Value ETF made up 0.22% of Cardiff Park Advisors's portfolio in Q2 2026, its #62 holding.
Cardiff Park Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
Cardiff Park Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $3.48M in Q4 2021.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.