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

Founders Financial Securities’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	$280K	Sell	2,048 -73	-3%	-$9.42K	0.01%	481
2026 Q1	$261K	Sell	2,121 -189	-8%	-$22.8K	0.01%	473
2025 Q4	$263K	Buy	2,310 +30	+1%	+$3.36K	0.02%	501
2025 Q3	$252K	Sell	2,280 -369	-14%	-$39.2K	0.02%	445
2025 Q2	$264K	Sell	2,649 -131	-5%	-$12.4K	0.02%	439
2025 Q1	$255K	Sell	2,780 -52	-2%	-$5.49K	0.02%	415
2024 Q4	$308K	Buy	+2,832	New	+$314K	0.03%	372
2021 Q4	–	Sell	-6,190	Closed	-$623K	–	271
2021 Q3	$623K	Sell	6,190 -2,959	-32%	-$299K	0.13%	142
2021 Q2	$965K	Buy	9,149 +430	+5%	+$44.9K	0.19%	106
2021 Q1	$878K	Buy	+8,719	New	+$825K	0.2%	102

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

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

Founders Financial Securities reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.4% in Q2 2026, selling an estimated $9.42K and leaving 2,048 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #481.

Founders Financial Securities first reported a position in IJS in Q1 2021 and has held it in 10 quarters since. The position peaked at $965K in Q2 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Founders Financial Securities held 2,048 shares of iShares S&P Small-Cap 600 Value ETF worth $280K as of Q2 2026.
Founders Financial Securities sold 73 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.42K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #481 holding.
Founders Financial Securities first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 10 quarters since.
Founders Financial Securities's iShares S&P Small-Cap 600 Value ETF position peaked at $965K in Q2 2021.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.