Financial Engines Advisors
IJS icon

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

Financial Engines Advisors’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 		$7.96M Sell
58,261
-2,256
-4% -$291K 0.01% 119
2026
Q1 		$7.17M Sell
60,517
-2,682
-4% -$324K 0.01% 116
2025
Q4 		$7.19M Sell
63,199
-6,594
-9% -$739K 0.01% 123
2025
Q3 		$7.72M Sell
69,793
-2,718
-4% -$289K 0.01% 115
2025
Q2 		$7.21M Sell
72,511
-56,694
-44% -$5.35M 0.01% 115
2025
Q1 		$12.6M Sell
129,205
-4,177
-3% -$441K 0.03% 86
2024
Q4 		$14.5M Buy
133,382
+50,882
+62% +$5.64M 0.03% 84
2024
Q3 		$8.88M Sell
82,500
-413
-0.5% -$42.9K 0.02% 89
2024
Q2 		$8.06M Buy
82,913
+54,883
+196% +$5.39M 0.02% 91
2024
Q1 		$2.88M Buy
28,030
+211
+0.8% +$20.9K 0.01% 141
2023
Q4 		$2.87M Buy
27,819
+597
+2% +$54.4K 0.01% 129
2023
Q3 		$2.44M Sell
27,222
-447
-2% -$42.6K 0.01% 116
2023
Q2 		$2.63M Buy
27,669
+744
+3% +$68K 0.01% 122
2023
Q1 		$2.52M Sell
26,925
-2,251
-8% -$220K 0.01% 123
2022
Q4 		$2.66M Sell
29,176
-78
-0.3% -$7.18K 0.01% 119
2022
Q3 		$2.41M Buy
29,254
+333
+1% +$30.8K 0.01% 112
2022
Q2 		$2.57M Sell
28,921
-1,105
-4% -$106K 0.01% 107
2022
Q1 		$3.07M Buy
30,026
+1,677
+6% +$171K 0.01% 98
2021
Q4 		$2.96M Buy
28,349
+1,802
+7% +$189K 0.01% 79
2021
Q3 		$2.67M Buy
26,547
+1,650
+7% +$167K 0.01% 76
2021
Q2 		$2.63M Buy
24,897
+8,187
+49% +$856K 0.01% 67
2021
Q1 		$1.68M Sell
16,710
-1,663
-9% -$157K 0.01% 91
2020
Q4 		$1.49M Sell
18,373
-15
-0.1% -$1.09K 0.01% 95
2020
Q3 		$1.12M Sell
18,388
-1,242
-6% -$78.1K ﹤0.01% 101
2020
Q2 		$1.18M Sell
19,630
-51,612
-72% -$2.89M 0.01% 97
2020
Q1 		$3.56M Buy
71,242
+10,548
+17% +$731K 0.02% 65
2019
Q4 		$4.88M Buy
60,694
+4,432
+8% +$344K 0.02% 60
2019
Q3 		$4.22M Buy
56,262
+4,972
+10% +$365K 0.02% 53
2019
Q2 		$3.81M Buy
51,290
+7,224
+16% +$536K 0.02% 55
2019
Q1 		$3.25M Buy
+44,066
New +$3.26M 0.02% 58
2018
Q3 		– Sell
-4
Closed – – 161
2018
Q2 		$0 Buy
+4
New +$320 ﹤0.01% 148

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Financial Engines Advisors's IJS Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.7% in Q2 2026, selling an estimated $291K and leaving 58,261 shares worth $7.96M. The position accounts for 0.01% of the portfolio, ranked #119.

Financial Engines Advisors first reported a position in IJS in Q2 2018 and has held it in 31 quarters since. The position peaked at $14.5M in Q4 2024. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Financial Engines Advisors held 58,261 shares of iShares S&P Small-Cap 600 Value ETF worth $7.96M as of Q2 2026.
  • Financial Engines Advisors sold 2,256 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $291K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #119 holding.
  • Financial Engines Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2018 and has held it in 31 quarters since.
  • Financial Engines Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $14.5M in Q4 2024.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.