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Dynamic Advisor Solutions’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Dynamic Advisor Solutions’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 		$392K Sell
2,865
-23
-0.8% -$2.97K 0.01% 759
2026
Q1 		$342K Sell
2,888
-740
-20% -$89.4K 0.01% 765
2025
Q4 		$413K Sell
3,628
-212
-6% -$23.8K 0.01% 676
2025
Q3 		$425K Sell
3,840
-281
-7% -$29.8K 0.01% 679
2025
Q2 		$410K Sell
4,121
-102
-2% -$9.63K 0.01% 649
2025
Q1 		$412K Sell
4,223
-212
-5% -$22.4K 0.01% 628
2024
Q4 		$482K Sell
4,435
-752
-14% -$83.3K 0.02% 439
2024
Q3 		$558K Sell
5,187
-1,396
-21% -$145K 0.02% 595
2024
Q2 		$640K Sell
6,583
-105
-2% -$10.3K 0.02% 565
2024
Q1 		$687K Sell
6,688
-95
-1% -$9.43K 0.02% 523
2023
Q4 		$675K Buy
6,783
+3,250
+92% +$296K 0.03% 505
2023
Q3 		$315K Sell
3,533
-839
-19% -$79.9K 0.01% 644
2023
Q2 		$416K Sell
4,372
-1,814
-29% -$166K 0.02% 545
2023
Q1 		$579K Buy
+6,186
New +$604K 0.03% 440
2022
Q1 		– Sell
-2,638
Closed -$276K – 753
2021
Q4 		$276K Buy
+2,638
New +$277K 0.02% 592
2020
Q1 		– Sell
-3,662
Closed -$294K – 546
2019
Q4 		$294K Sell
3,662
-318
-8% -$24.6K 0.04% 414
2019
Q3 		$299K Buy
3,980
+110
+3% +$8.08K 0.05% 377
2019
Q2 		$288K Buy
+3,870
New +$287K 0.05% 369

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Dynamic Advisor Solutions's IJS Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.8% in Q2 2026, selling an estimated $2.97K and leaving 2,865 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #759.

Dynamic Advisor Solutions first reported a position in IJS in Q2 2019 and has held it in 18 quarters since. The position peaked at $687K in Q1 2024. 181 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Dynamic Advisor Solutions held 2,865 shares of iShares S&P Small-Cap 600 Value ETF worth $392K as of Q2 2026.
  • Dynamic Advisor Solutions sold 23 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.97K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #759 holding.
  • Dynamic Advisor Solutions first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2019 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's iShares S&P Small-Cap 600 Value ETF position peaked at $687K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.