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Cary Street Partners Investment Advisory’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Cary Street Partners Investment Advisory’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 		$17.8K Sell
130
-44
-25% -$5.68K ﹤0.01% 666
2026
Q1 		$20.6K Hold
174
– – 0.01% 609
2025
Q4 		$19.8K Sell
174
-1
-0.6% -$112 0.01% 586
2025
Q3 		$19.4K Hold
175
– – 0.01% 516
2025
Q2 		$17.4K Hold
175
– – 0.01% 496
2025
Q1 		$17.1K Buy
175
+4
+2% +$422 0.01% 454
2024
Q4 		$18.6K Sell
171
-9,390
-98% -$1.04M 0.01% 411
2024
Q3 		$1.03M Sell
9,561
-45
-0.5% -$4.67K 0.04% 363
2024
Q2 		$934K Sell
9,606
-1,972
-17% -$194K 0.04% 352
2024
Q1 		$1.19M Sell
11,578
-2,759
-19% -$274K 0.05% 319
2023
Q4 		$1.48M Sell
14,337
-2,068
-13% -$188K 0.07% 268
2023
Q3 		$1.46M Buy
16,405
+734
+5% +$69.9K 0.08% 255
2023
Q2 		$1.49M Buy
15,671
+5,587
+55% +$511K 0.1% 212
2023
Q1 		$944K Sell
10,084
-559
-5% -$54.6K 0.07% 246
2022
Q4 		$972K Sell
10,643
-232
-2% -$21.4K 0.07% 231
2022
Q3 		$897K Sell
10,875
-53
-0.5% -$4.9K 0.07% 234
2022
Q2 		$973K Buy
10,928
+706
+7% +$67.7K 0.08% 216
2022
Q1 		$1.05M Buy
10,222
+151
+1% +$15.4K 0.29% 103
2021
Q4 		$1.05M Sell
10,071
-223
-2% -$23.4K 0.29% 96
2021
Q3 		$1.04M Buy
10,294
+182
+2% +$18.4K 0.34% 82
2021
Q2 		$1.07M Sell
10,112
-113
-1% -$11.8K 0.34% 80
2021
Q1 		$1.03M Sell
10,225
-355
-3% -$33.6K 0.42% 65
2020
Q4 		$860K Sell
10,580
-542
-5% -$39.4K 0.17% 130
2020
Q3 		$681K Buy
11,122
+900
+9% +$56.6K 0.14% 153
2020
Q2 		$615K Buy
+10,222
New +$573K 0.87% 31

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

Cary Street Partners Investment Advisory's IJS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 25% in Q2 2026, selling an estimated $5.68K and leaving 130 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Cary Street Partners Investment Advisory first reported a position in IJS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.49M in Q2 2023. 678 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Cary Street Partners Investment Advisory held 130 shares of iShares S&P Small-Cap 600 Value ETF worth $17.8K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 44 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $5.68K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #666 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and has held it in 25 quarters since.
  • Cary Street Partners Investment Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $1.49M in Q2 2023.
  • 678 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.