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

Financial Perspectives’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 		$279K Buy
2,044
+1
+0% +$129 0.07% 144
2026
Q1 		$242K Sell
2,043
-374
-15% -$45.2K 0.07% 144
2025
Q4 		$275K Buy
2,417
+4
+0.2% +$448 0.07% 137
2025
Q3 		$267K Buy
2,413
+50
+2% +$5.31K 0.07% 135
2025
Q2 		$235K Buy
2,363
+4
+0.2% +$378 0.07% 134
2025
Q1 		$230K Sell
2,359
-298
-11% -$31.4K 0.08% 127
2024
Q4 		$289K Buy
2,657
+6
+0.2% +$665 0.1% 115
2024
Q3 		$285K Buy
2,651
+7
+0.3% +$727 0.1% 116
2024
Q2 		$257K Buy
2,644
+16
+0.6% +$1.57K 0.1% 117
2024
Q1 		$270K Buy
2,628
+4
+0.2% +$397 0.1% 116
2023
Q4 		$270K Buy
2,624
+5
+0.2% +$456 0.11% 116
2023
Q3 		$234K Buy
2,619
+6
+0.2% +$571 0.11% 111
2023
Q2 		$248K Buy
2,613
+59
+2% +$5.39K 0.11% 107
2023
Q1 		$239K Buy
2,554
+33
+1% +$3.22K 0.11% 104
2022
Q4 		$230K Sell
2,521
-57
-2% -$5.25K 0.12% 109
2022
Q3 		$213K Buy
2,578
+19
+0.7% +$1.76K 0.12% 111
2022
Q2 		$228K Buy
2,559
+17
+0.7% +$1.63K 0.13% 103
2022
Q1 		$260K Buy
2,542
+15
+0.6% +$1.53K 0.12% 108
2021
Q4 		$264K Buy
2,527
+16
+0.6% +$1.68K 0.12% 102
2021
Q3 		$253K Buy
2,511
+15
+0.6% +$1.51K 0.13% 104
2021
Q2 		$263K Buy
2,496
+14
+0.6% +$1.46K 0.13% 110
2021
Q1 		$250K Buy
2,482
+21
+0.9% +$1.99K 0.13% 105
2020
Q4 		$200K Sell
2,461
-1
-0% -$73 0.11% 116
2020
Q3 		$151K Sell
2,462
-70
-3% -$4.4K 0.1% 117
2020
Q2 		$152K Buy
2,532
+2
+0.1% +$112 0.11% 105
2020
Q1 		$126K Buy
2,530
+6
+0.2% +$416 0.1% 98
2019
Q4 		$203K Buy
+2,524
New +$196K 0.14% 85

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 Perspectives's IJS Position: Q2 2026 in Review

Financial Perspectives increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.05% in Q2 2026, buying an estimated $129 and bringing the position to 2,044 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #144.

Financial Perspectives first reported a position in IJS in Q4 2019 and has held it in 27 quarters since. The position peaked at $289K in Q4 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Financial Perspectives held 2,044 shares of iShares S&P Small-Cap 600 Value ETF worth $279K as of Q2 2026.
  • Financial Perspectives bought 1 iShares S&P Small-Cap 600 Value ETF share in Q2 2026, an estimated $129.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of Financial Perspectives's portfolio in Q2 2026, its #144 holding.
  • Financial Perspectives first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's iShares S&P Small-Cap 600 Value ETF position peaked at $289K in Q4 2024.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.