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

Embree Financial Group’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	$215K	Buy	+1,573	New	+$203K	0.02%	269

Other funds holding IJS

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Embree Financial Group's IJS Position: Q2 2026 in Review

Embree Financial Group opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,573 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #269 among its holdings.

159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Embree Financial Group held 1,573 shares of iShares S&P Small-Cap 600 Value ETF worth $215K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Embree Financial Group position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #269 holding.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.