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

Financial Strategies 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 		$850K Sell
6,587
-116
-2% -$14K 0.14% 62
2025
Q4 		$792K Hold
6,703
– – 0.14% 64
2025
Q3 		$740K Sell
6,703
-211
-3% -$22.4K 0.14% 61
2025
Q2 		$717K Buy
6,914
+346
+5% +$32.7K 0.15% 60
2025
Q1 		$576K Buy
6,568
+1,530
+30% +$161K 0.14% 62
2024
Q4 		$533K Buy
5,038
+33
+0.7% +$3.66K 0.13% 61
2024
Q3 		$537K Sell
5,005
-2
-0% -$208 0.13% 52
2024
Q2 		$480K Sell
5,007
-345
-6% -$33.9K 0.12% 57
2024
Q1 		$540K Sell
5,352
-12
-0.2% -$1.19K 0.15% 50
2023
Q4 		$530K Buy
+5,364
New +$489K 0.15% 51

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

Financial Strategies Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.7% in Q1 2026, selling an estimated $14K and leaving 6,587 shares worth $850K. The position accounts for 0.14% of the portfolio, ranked #62.

Financial Strategies Group first reported a position in IJS in Q4 2023 and has held it in 10 quarters since. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Financial Strategies Group held 6,587 shares of iShares S&P Small-Cap 600 Value ETF worth $850K as of Q1 2026.
  • Financial Strategies Group sold 116 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $14K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.14% of Financial Strategies Group's portfolio in Q1 2026, its #62 holding.
  • Financial Strategies Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.