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

Ethos 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	$5.03M	Sell	36,819 -1,077	-3%	-$139K	0.34%	73
2026 Q1	$4.31M	Buy	37,896 +22	+0.1%	+$2.66K	0.31%	75
2025 Q4	$4.31M	Sell	37,874 -811	-2%	-$90.9K	0.32%	78
2025 Q3	$4.28M	Sell	38,685 -4,678	-11%	-$497K	0.34%	73
2025 Q2	$4.31M	Sell	43,363 -55,725	-56%	-$5.26M	0.37%	71
2025 Q1	$9.66M	Buy	+99,088	New	+$10.5M	0.92%	27

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

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

Ethos Financial Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.8% in Q2 2026, selling an estimated $139K and leaving 36,819 shares worth $5.03M. The position accounts for 0.34% of the portfolio, ranked #73.

Ethos Financial Group first reported a position in IJS in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.66M in Q1 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Ethos Financial Group held 36,819 shares of iShares S&P Small-Cap 600 Value ETF worth $5.03M as of Q2 2026.
Ethos Financial Group sold 1,077 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $139K.
iShares S&P Small-Cap 600 Value ETF made up 0.34% of Ethos Financial Group's portfolio in Q2 2026, its #73 holding.
Ethos Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $9.66M in Q1 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.