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COMPASS FINANCIAL MANAGEMENT LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$842 Buy
+6
New +$774 ﹤0.01% 1386

Other funds holding IJS

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

COMPASS FINANCIAL MANAGEMENT LLC's IJS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 6 shares worth $842. The stake represents ﹤0.01% of the portfolio and ranks #1386 among its holdings.

719 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 6 shares of iShares S&P Small-Cap 600 Value ETF worth $842 as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1386 holding.
  • 719 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.