EGA
IJS icon

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

E&G 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 		$201K Buy
+1,470
New +$190K 0.04% 237
2022
Q2 		– Sell
-2,145
Closed -$220K – 210
2022
Q1 		$220K Buy
+2,145
New +$219K 0.06% 202

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

E&G Advisors's IJS Position: Q2 2026 in Review

E&G Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,470 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #237 among its holdings. This is a return to the name: E&G Advisors previously reported a position in IJS as recently as Q1 2022.

E&G Advisors first reported a position in IJS in Q1 2022 and has held it in 2 quarters since. The position peaked at $220K in Q1 2022. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • E&G Advisors held 1,470 shares of iShares S&P Small-Cap 600 Value ETF worth $201K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new E&G Advisors position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of E&G Advisors's portfolio in Q2 2026, its #237 holding.
  • E&G Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 2 quarters since.
  • E&G Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $220K in Q1 2022.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.