CX Institutional’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

CX Institutional’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	$28K	Buy	202 +1	+0.5%	+$129	﹤0.01%	1092
2026 Q1	$24K	Hold	201	–	–	﹤0.01%	1093
2025 Q4	$23K	Sell	201 -167	-45%	-$18.7K	﹤0.01%	1091
2025 Q3	$41K	Buy	368 +169	+85%	+$17.9K	﹤0.01%	973
2025 Q2	$20K	Buy	199 +53	+36%	+$5K	﹤0.01%	961
2025 Q1	$14K	Buy	+146	New	+$15.4K	﹤0.01%	981
2022 Q3	–	Sell	-7,915	Closed	-$705K	–	788
2022 Q2	$705K	Buy	+7,915	New	+$759K	0.05%	268
2020 Q2	–	Sell	-30	Closed	-$1K	–	861
2020 Q1	$1K	Buy	+30	New	+$2.08K	﹤0.01%	722

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

CX Institutional's IJS Position: Q2 2026 in Review

CX Institutional increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.5% in Q2 2026, buying an estimated $129 and bringing the position to 202 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

CX Institutional first reported a position in IJS in Q1 2020 and has held it in 8 quarters since. The position peaked at $705K in Q2 2022. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

CX Institutional held 202 shares of iShares S&P Small-Cap 600 Value ETF worth $28K as of Q2 2026.
CX Institutional bought 1 iShares S&P Small-Cap 600 Value ETF share in Q2 2026, an estimated $129.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1092 holding.
CX Institutional first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 8 quarters since.
CX Institutional's iShares S&P Small-Cap 600 Value ETF position peaked at $705K in Q2 2022.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.