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

Financial Connections 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 Q1	$22K	Hold	188	–	–	0.01%	146
2025 Q4	$21K	Hold	188	–	–	0.01%	140
2025 Q3	$20K	Sell	188 -49	-21%	-$5.2K	0.01%	142
2025 Q2	$23K	Sell	237 -25	-10%	-$2.36K	0.01%	139
2025 Q1	$25K	Buy	262 +25	+11%	+$2.64K	0.01%	125
2024 Q4	$25K	Hold	237	–	–	0.01%	118
2024 Q3	$25K	Sell	237 -260	-52%	-$27K	0.01%	117
2024 Q2	$48K	Buy	+497	New	+$48.8K	0.02%	101
2024 Q1	–	Sell	-237	Closed	-$24K	–	208
2023 Q4	$24K	Buy	+237	New	+$21.6K	0.02%	133
2023 Q3	–	Sell	-237	Closed	-$22K	–	171
2023 Q2	$22K	Sell	237 -163	-41%	-$14.9K	0.01%	146
2023 Q1	$37K	Hold	400	–	–	0.03%	104
2022 Q4	$36K	Hold	400	–	–	0.03%	102
2022 Q3	$32K	Sell	400 -1,090	-73%	-$101K	0.03%	90
2022 Q2	$132K	Buy	1,490 +1,090	+273%	+$105K	0.12%	61
2022 Q1	$40K	Sell	400 -70	-15%	-$7.13K	0.04%	108
2021 Q4	$49K	Buy	+470	New	+$49.3K	0.05%	108

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Financial Connections Group's IJS Position: Q1 2026 in Review

Financial Connections Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 188 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #146.

Financial Connections Group first reported a position in IJS in Q4 2021 and has held it in 16 quarters since. The position peaked at $132K in Q2 2022. 851 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Financial Connections Group held 188 shares of iShares S&P Small-Cap 600 Value ETF worth $22K as of Q1 2026.
Financial Connections Group left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #146 holding.
Financial Connections Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's iShares S&P Small-Cap 600 Value ETF position peaked at $132K in Q2 2022.
851 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.