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

Cosner Financial Group’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 Q1	–	Sell	-2,201	Closed	-$250K	–	36
2025 Q4	$250K	Hold	2,201	–	–	0.13%	36
2025 Q3	$243K	Hold	2,201	–	–	0.13%	35
2025 Q2	$219K	Sell	2,201 -22	-1%	-$2.08K	0.12%	34
2025 Q1	$217K	Sell	2,223 -20	-0.9%	-$2.11K	0.13%	37
2024 Q4	$244K	Hold	2,243	–	–	0.15%	34
2024 Q3	$241K	Hold	2,243	–	–	0.16%	35
2024 Q2	$218K	Sell	2,243 -280	-11%	-$27.5K	0.15%	32
2024 Q1	$259K	Sell	2,523 -794	-24%	-$78.8K	0.19%	31
2023 Q4	$342K	Sell	3,317 -100,554	-97%	-$9.16M	0.29%	30
2023 Q3	$9.27M	Buy	103,871 +1,455	+1%	+$139K	8.17%	4
2023 Q2	$9.74M	Buy	+102,416	New	+$9.36M	8.03%	4

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cosner Financial Group's IJS Position: Q1 2026 in Review

Cosner Financial Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 2,201 shares — an estimated $250K sold.

Cosner Financial Group first reported a position in IJS in Q2 2023 and held it in 11 quarters. The position peaked at $9.74M in Q2 2023. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Cosner Financial Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Cosner Financial Group sold 2,201 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $250K.
Cosner Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2023 and held it in 11 quarters.
Cosner Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $9.74M in Q2 2023.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.