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

Foundations Investment 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 Q1	$563K	Sell	4,752 -19,161	-80%	-$2.31M	0.01%	678
2025 Q4	$2.72M	Sell	23,913 -2,248	-9%	-$252K	0.04%	301
2025 Q3	$2.89M	Sell	26,161 -600	-2%	-$63.7K	0.04%	275
2025 Q2	$2.66M	Buy	+26,761	New	+$2.53M	0.04%	270
2023 Q4	–	Sell	-3,111	Closed	-$278K	–	699
2023 Q3	$278K	Buy	+3,111	New	+$296K	0.01%	525
2022 Q3	–	Sell	-43,081	Closed	-$3.8M	–	416
2022 Q2	$3.8M	Buy	+43,081	New	+$4.13M	0.16%	68

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Foundations Investment Advisors's IJS Position: Q1 2026 in Review

Foundations Investment Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 80% in Q1 2026, selling an estimated $2.31M and leaving 4,752 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #678.

Foundations Investment Advisors first reported a position in IJS in Q2 2022 and has held it in 6 quarters since. The position peaked at $3.8M in Q2 2022. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Foundations Investment Advisors held 4,752 shares of iShares S&P Small-Cap 600 Value ETF worth $563K as of Q1 2026.
Foundations Investment Advisors sold 19,161 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $2.31M.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #678 holding.
Foundations Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 6 quarters since.
Foundations Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $3.8M in Q2 2022.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.