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

Fairman 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	$36.5K	Buy	267 +15	+6%	+$1.94K	0.03%	117
2026 Q1	$29.8K	Hold	252	–	–	0.03%	112
2025 Q4	$28.7K	Hold	252	–	–	0.02%	116
2025 Q3	$27.9K	Hold	252	–	–	0.02%	124
2025 Q2	$25.1K	Sell	252 -152	-38%	-$14.4K	0.02%	127
2025 Q1	$43.9K	Hold	404	–	–	0.04%	103
2024 Q4	$43.9K	Hold	404	–	–	0.04%	113
2024 Q3	$43.5K	Hold	404	–	–	0.04%	116
2024 Q2	$39.3K	Sell	404 -9	-2%	-$885	0.04%	119
2024 Q1	$42.4K	Hold	413	–	–	0.04%	108
2023 Q4	$42.6K	Buy	+413	New	+$37.6K	0.04%	111

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

Fairman Group's IJS Position: Q2 2026 in Review

Fairman Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6% in Q2 2026, buying an estimated $1.94K and bringing the position to 267 shares worth $36.5K. The position accounts for 0.03% of the portfolio, ranked #117.

Fairman Group first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.9K in Q1 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Fairman Group held 267 shares of iShares S&P Small-Cap 600 Value ETF worth $36.5K as of Q2 2026.
Fairman Group bought 15 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.94K.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Fairman Group's portfolio in Q2 2026, its #117 holding.
Fairman Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
Fairman Group's iShares S&P Small-Cap 600 Value ETF position peaked at $43.9K 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 Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.