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

Concurrent Investment 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 		$25.8M Buy
188,438
+127,398
+209% +$16.4M 0.22% 93
2026
Q1 		$7.23M Buy
61,040
+310
+0.5% +$37.4K 0.08% 274
2025
Q4 		$6.91M Buy
60,730
+24,140
+66% +$2.71M 0.08% 266
2025
Q3 		$4.05M Sell
36,590
-3,102
-8% -$329K 0.07% 282
2025
Q2 		$3.95M Sell
39,692
-15,709
-28% -$1.48M 0.08% 268
2025
Q1 		$5.4M Buy
55,401
+4,137
+8% +$436K 0.13% 171
2024
Q4 		$5.57M Buy
51,264
+633
+1% +$70.2K 0.15% 143
2024
Q3 		$5.45M Buy
50,631
+1,169
+2% +$121K 0.16% 138
2024
Q2 		$4.81M Buy
49,462
+4,015
+9% +$395K 0.16% 143
2024
Q1 		$4.67M Buy
45,447
+30,168
+197% +$2.99M 0.19% 123
2023
Q4 		$1.57M Buy
+15,279
New +$1.39M 0.07% 265

Other funds holding IJS

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 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
EF
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

Concurrent Investment Advisors's IJS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 209% in Q2 2026, buying an estimated $16.4M and bringing the position to 188,438 shares worth $25.8M. The position accounts for 0.22% of the portfolio, ranked #93.

Concurrent Investment Advisors first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 297 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Concurrent Investment Advisors held 188,438 shares of iShares S&P Small-Cap 600 Value ETF worth $25.8M as of Q2 2026.
  • Concurrent Investment Advisors bought 127,398 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $16.4M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.22% of Concurrent Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Concurrent Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.