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

Enclave 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	$229K	Sell	1,673 -134	-7%	-$17.3K	0.03%	127
2026 Q1	$214K	Sell	1,807 -379	-17%	-$45.8K	0.03%	126
2025 Q4	$249K	Sell	2,186 -166	-7%	-$18.6K	0.04%	113
2025 Q3	$260K	Sell	2,352 -1,186	-34%	-$126K	0.04%	110
2025 Q2	$352K	Sell	3,538 -2,045	-37%	-$193K	0.06%	89
2025 Q1	$544K	Sell	5,583 -2,635	-32%	-$278K	0.09%	71
2024 Q4	$893K	Sell	8,218 -1,035	-11%	-$115K	0.15%	63
2024 Q3	$996K	Buy	+9,253	New	+$961K	0.17%	57

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

Enclave Advisors's IJS Position: Q2 2026 in Review

Enclave Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 7.4% in Q2 2026, selling an estimated $17.3K and leaving 1,673 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #127.

Enclave Advisors first reported a position in IJS in Q3 2024 and has held it in 8 quarters since. The position peaked at $996K in Q3 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Enclave Advisors held 1,673 shares of iShares S&P Small-Cap 600 Value ETF worth $229K as of Q2 2026.
Enclave Advisors sold 134 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $17.3K.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Enclave Advisors's portfolio in Q2 2026, its #127 holding.
Enclave Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $996K in Q3 2024.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.