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

Fiduciary Alliance’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	+1,570	New	+$203K	0.01%	510
2023 Q3	–	Sell	-1,473	Closed	-$140K	–	526
2023 Q2	$140K	Buy	+1,473	New	+$135K	0.03%	175
2023 Q1	–	Sell	-1,461	Closed	-$133K	–	468
2022 Q4	$133K	Buy	+1,461	New	+$135K	0.03%	148

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

Fiduciary Alliance's IJS Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,570 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in IJS as recently as Q2 2023.

Fiduciary Alliance first reported a position in IJS in Q4 2022 and has held it in 3 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Fiduciary Alliance held 1,570 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 Fiduciary Alliance position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #510 holding.
Fiduciary Alliance first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 3 quarters since.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.