FFA
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Founders Financial Alliance’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Founders Financial Alliance’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 		– Sell
-199
Closed -$23.6K – 803
2026
Q1 		$23.6K Buy
+199
New +$24K ﹤0.01% 569
2025
Q4 		– Sell
-175
Closed -$19.4K – 665
2025
Q3 		$19.4K Buy
+175
New +$18.6K ﹤0.01% 566
2025
Q2 		– Sell
-175
Closed -$17.1K – 586
2025
Q1 		$17.1K Hold
175
– – ﹤0.01% 503
2024
Q4 		$19K Sell
175
-35
-17% -$3.88K 0.01% 443
2024
Q3 		$22.6K Hold
210
– – 0.01% 447
2024
Q2 		$20.4K Hold
210
– – 0.01% 437
2024
Q1 		$21.6K Buy
210
+14
+7% +$1.39K 0.01% 440
2023
Q4 		$20.2K Sell
196
-35
-15% -$3.19K 0.01% 400
2023
Q3 		$20.6K Sell
231
-58
-20% -$5.52K 0.01% 381
2023
Q2 		$27.5K Buy
289
+199
+221% +$18.2K 0.01% 390
2023
Q1 		$8.26K Sell
90
-141
-61% -$13.8K ﹤0.01% 409
2022
Q4 		$21.1K Hold
231
– – 0.01% 391
2022
Q3 		$19K Sell
231
-77
-25% -$7.13K 0.01% 389
2022
Q2 		$27K Buy
308
+77
+33% +$7.38K 0.01% 387
2022
Q1 		$24K Buy
231
+16
+7% +$1.63K 0.01% 360
2021
Q4 		$22K Buy
215
+62
+41% +$6.5K 0.01% 397
2021
Q3 		$15K Hold
153
– – 0.01% 381
2021
Q2 		$15K Buy
153
+83
+119% +$8.68K 0.01% 400
2021
Q1 		$7K Hold
70
– – ﹤0.01% 422
2020
Q4 		$6K Hold
70
– – ﹤0.01% 383
2020
Q3 		$5K Buy
+70
New +$4.4K ﹤0.01% 977

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Founders Financial Alliance's IJS Position: Q2 2026 in Review

Founders Financial Alliance sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 199 shares — an estimated $23.6K sold.

Founders Financial Alliance first reported a position in IJS in Q3 2020 and held it in 21 quarters. The position peaked at $27.5K in Q2 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Founders Financial Alliance reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 199 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $23.6K.
  • Founders Financial Alliance first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 21 quarters.
  • Founders Financial Alliance's iShares S&P Small-Cap 600 Value ETF position peaked at $27.5K in Q2 2023.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.