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 Q2	$874K	Sell	6,365 -222	-3%	-$28.6K	0.14%	64
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 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

Financial Strategies Group's IJS Position: Q2 2026 in Review

Financial Strategies Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.4% in Q2 2026, selling an estimated $28.6K and leaving 6,365 shares worth $874K. The position accounts for 0.14% of the portfolio, ranked #64.

Financial Strategies Group first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Financial Strategies Group held 6,365 shares of iShares S&P Small-Cap 600 Value ETF worth $874K as of Q2 2026.
Financial Strategies Group sold 222 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $28.6K.
iShares S&P Small-Cap 600 Value ETF made up 0.14% of Financial Strategies Group's portfolio in Q2 2026, its #64 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 11 quarters since.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.