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

Fortune Financial 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 		$250K Buy
1,826
+1
+0.1% +$129 0.11% 146
2026
Q1 		$216K Buy
1,825
+25
+1% +$3.02K 0.11% 144
2025
Q4 		$205K Buy
+1,800
New +$202K 0.14% 96
2025
Q3 		– Sell
-2,098
Closed -$209K – 96
2025
Q2 		$209K Sell
2,098
-104
-5% -$9.82K 0.17% 94
2025
Q1 		$215K Buy
+2,202
New +$232K 0.19% 94

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fortune Financial Advisors's IJS Position: Q2 2026 in Review

Fortune Financial Advisors 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 1,826 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #146.

Fortune Financial Advisors first reported a position in IJS in Q1 2025 and has held it in 5 quarters since. 426 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Fortune Financial Advisors held 1,826 shares of iShares S&P Small-Cap 600 Value ETF worth $250K as of Q2 2026.
  • Fortune Financial Advisors 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 0.11% of Fortune Financial Advisors's portfolio in Q2 2026, its #146 holding.
  • Fortune Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 426 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.