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

Compass Financial Management’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

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Compass Financial Management's IJS Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1386 holding.
854 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.