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

Fort Sheridan 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	$381K	Hold	2,788	–	–	0.04%	215
2026 Q1	$330K	Hold	2,788	–	–	0.04%	223
2025 Q4	$317K	Hold	2,788	–	–	0.04%	208
2025 Q3	$308K	Hold	2,788	–	–	0.04%	208
2025 Q2	$277K	Hold	2,788	–	–	0.04%	210
2025 Q1	$272K	Hold	2,788	–	–	0.04%	203
2024 Q4	$303K	Hold	2,788	–	–	0.04%	200
2024 Q3	$300K	Hold	2,788	–	–	0.05%	201
2024 Q2	$271K	Hold	2,788	–	–	0.04%	198
2024 Q1	$286K	Hold	2,788	–	–	0.05%	165
2023 Q4	$287K	Buy	+2,788	New	+$254K	0.06%	155

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

Fort Sheridan Advisors's IJS Position: Q2 2026 in Review

Fort Sheridan Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,788 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #215.

Fort Sheridan Advisors first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Fort Sheridan Advisors held 2,788 shares of iShares S&P Small-Cap 600 Value ETF worth $381K as of Q2 2026.
Fort Sheridan Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of Fort Sheridan Advisors's portfolio in Q2 2026, its #215 holding.
Fort Sheridan Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.