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

Dumont & Blake 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 		$1.09M Buy
7,995
+81
+1% +$10.4K 0.25% 95
2026
Q1 		$937K Sell
7,914
-378
-5% -$45.7K 0.23% 104
2025
Q4 		$943K Buy
8,292
+6
+0.1% +$672 0.23% 102
2025
Q3 		$916K Buy
8,286
+36
+0.4% +$3.82K 0.22% 103
2025
Q2 		$821K Buy
8,250
+1
+0% +$94 0.21% 109
2025
Q1 		$804K Hold
8,249
– – 0.23% 108
2024
Q4 		$896K Buy
+8,249
New +$914K 0.24% 98
2015
Q2 		– Sell
-16,510
Closed -$982K – 169
2015
Q1 		$982K Buy
16,510
+1,090
+7% +$63.4K 0.48% 83
2014
Q4 		$909K Sell
15,420
-12,534
-45% -$707K 0.45% 90
2014
Q3 		$1.5M Buy
27,954
+442
+2% +$24.9K 0.77% 42
2014
Q2 		$1.59M Buy
27,512
+802
+3% +$44.9K 0.8% 38
2014
Q1 		$1.51M Buy
26,710
+2,288
+9% +$126K 0.79% 41
2013
Q4 		$1.36M Sell
24,422
-5,590
-19% -$298K 0.7% 51
2013
Q3 		$1.53M Sell
30,012
-138
-0.5% -$6.86K 0.73% 43
2013
Q2 		$1.41M Buy
+30,150
New +$1.38M 0.85% 39

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Dumont & Blake Investment Advisors's IJS Position: Q2 2026 in Review

Dumont & Blake Investment Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1% in Q2 2026, buying an estimated $10.4K and bringing the position to 7,995 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #95.

Dumont & Blake Investment Advisors first reported a position in IJS in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.59M in Q2 2014. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Dumont & Blake Investment Advisors held 7,995 shares of iShares S&P Small-Cap 600 Value ETF worth $1.09M as of Q2 2026.
  • Dumont & Blake Investment Advisors bought 81 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $10.4K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.25% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Dumont & Blake Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 15 quarters since.
  • Dumont & Blake Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.59M in Q2 2014.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.