EFS
IJS icon

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

Essex Financial Services’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 		$559K Sell
4,092
-420
-9% -$54.2K 0.03% 452
2026
Q1 		$534K Buy
4,512
+350
+8% +$42.3K 0.03% 440
2025
Q4 		$473K Sell
4,162
-460
-10% -$51.6K 0.03% 457
2025
Q3 		$511K Sell
4,622
-1,335
-22% -$142K 0.03% 421
2025
Q2 		$593K Buy
5,957
+70
+1% +$6.61K 0.04% 375
2025
Q1 		$574K Sell
5,887
-280
-5% -$29.5K 0.04% 349
2024
Q4 		$670K Buy
6,167
+18
+0.3% +$2K 0.05% 318
2024
Q3 		$656K Buy
6,149
+1
+0% +$104 0.05% 323
2024
Q2 		$624K Buy
6,148
+3,134
+104% +$308K 0.05% 328
2024
Q1 		$310K Sell
3,014
-233
-7% -$23.1K 0.03% 415
2023
Q4 		$335K Sell
3,247
-81
-2% -$7.38K 0.03% 378
2023
Q3 		$297K Buy
3,328
+127
+4% +$12.1K 0.03% 375
2023
Q2 		$304K Sell
3,201
-999
-24% -$91.3K 0.03% 368
2023
Q1 		$393K Sell
4,200
-1,271
-23% -$124K 0.04% 330
2022
Q4 		$499K Buy
5,471
+801
+17% +$73.8K 0.05% 276
2022
Q3 		$385K Sell
4,670
-197
-4% -$18.2K 0.05% 297
2022
Q2 		$433K Buy
4,867
+500
+11% +$47.9K 0.05% 293
2022
Q1 		$447K Buy
+4,367
New +$445K 0.04% 307
2018
Q4 		– Sell
-2,446
Closed -$204K – 268
2018
Q3 		$204K Buy
+2,446
New +$207K 0.04% 269

Other funds holding IJS

SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Essex Financial Services's IJS Position: Q2 2026 in Review

Essex Financial Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 9.3% in Q2 2026, selling an estimated $54.2K and leaving 4,092 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #452.

Essex Financial Services first reported a position in IJS in Q3 2018 and has held it in 19 quarters since. The position peaked at $670K in Q4 2024. 718 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Essex Financial Services held 4,092 shares of iShares S&P Small-Cap 600 Value ETF worth $559K as of Q2 2026.
  • Essex Financial Services sold 420 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $54.2K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #452 holding.
  • Essex Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2018 and has held it in 19 quarters since.
  • Essex Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $670K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.