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

Eley Financial Management’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	$5.76M	Buy	42,127 +286	+0.7%	+$36.9K	1.86%	16
2026 Q1	$4.96M	Sell	41,841 -130	-0.3%	-$15.7K	1.79%	22
2025 Q4	$4.77M	Buy	41,971 +537	+1%	+$60.2K	1.71%	18
2025 Q3	$4.58M	Buy	41,434 +603	+1%	+$64K	1.65%	21
2025 Q2	$4.06M	Sell	40,831 -127	-0.3%	-$12K	1.56%	25
2025 Q1	$4M	Buy	40,958 +3,630	+10%	+$383K	1.6%	24
2024 Q4	$4.05M	Buy	37,328 +1,668	+5%	+$185K	1.58%	23
2024 Q3	$3.84M	Sell	35,660 -667	-2%	-$69.3K	1.55%	25
2024 Q2	$3.53M	Sell	36,327 -2,705	-7%	-$266K	1.5%	25
2024 Q1	$4.01M	Buy	+39,032	New	+$3.87M	1.73%	22

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

Eley Financial Management's IJS Position: Q2 2026 in Review

Eley Financial Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.68% in Q2 2026, buying an estimated $36.9K and bringing the position to 42,127 shares worth $5.76M. The position accounts for 1.86% of the portfolio, ranked #16.

Eley Financial Management first reported a position in IJS in Q1 2024 and has held it in 10 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Eley Financial Management held 42,127 shares of iShares S&P Small-Cap 600 Value ETF worth $5.76M as of Q2 2026.
Eley Financial Management bought 286 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $36.9K.
iShares S&P Small-Cap 600 Value ETF made up 1.86% of Eley Financial Management's portfolio in Q2 2026, its #16 holding.
Eley Financial Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and has held it in 10 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.