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

Fortis Group 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	$43.3K	Hold	317	–	–	0.01%	307
2026 Q1	$37.5K	Hold	317	–	–	0.01%	316
2025 Q4	$36K	Hold	317	–	–	0.01%	317
2025 Q3	$35.1K	Hold	317	–	–	0.01%	274
2025 Q2	$31.5K	Hold	317	–	–	0.01%	265
2025 Q1	$30.9K	Hold	317	–	–	0.01%	233
2024 Q4	$34.4K	Hold	317	–	–	0.01%	233
2024 Q3	$34.1K	Hold	317	–	–	0.01%	223
2024 Q2	$30.8K	Hold	317	–	–	0.01%	225
2024 Q1	$32.6K	Sell	317 -317	-50%	-$31.5K	0.01%	241
2023 Q4	$65.3K	Buy	634 +317	+100%	+$28.9K	0.02%	160
2023 Q3	$28.3K	Buy	+317	New	+$30.2K	0.01%	162
2020 Q3	$19K	Buy	+316	New	+$19.9K	﹤0.01%	249

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

Fortis Group Advisors's IJS Position: Q2 2026 in Review

Fortis Group Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 317 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #307.

Fortis Group Advisors first reported a position in IJS in Q3 2020 and has held it in 13 quarters since. The position peaked at $65.3K in Q4 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Fortis Group Advisors held 317 shares of iShares S&P Small-Cap 600 Value ETF worth $43.3K as of Q2 2026.
Fortis Group 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 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #307 holding.
Fortis Group Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $65.3K in Q4 2023.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.