BFC Planning, Inc.’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

BFC Planning, Inc.’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	$17.6M	Buy	128,551 +124,500	+3,073%	+$16.1M	0.71%	19
2026 Q1	$480K	Sell	4,051 -440	-10%	-$53.2K	0.02%	580
2025 Q4	$511K	Buy	4,491 +3,851	+602%	+$432K	0.02%	544
2025 Q3	$70.8K	Sell	640 -33	-5%	-$3.5K	0.01%	1042
2025 Q2	$67K	Hold	673	–	–	0.01%	1018
2025 Q1	$65.6K	Hold	673	–	–	0.01%	1006
2024 Q4	$73.1K	Buy	+673	New	+$74.6K	0.01%	978

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 $641M AUM 25.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $642M AUM 23.05% 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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

BFC Planning, Inc.'s IJS Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3,073% in Q2 2026, buying an estimated $16.1M and bringing the position to 128,551 shares worth $17.6M. The position accounts for 0.71% of the portfolio, ranked #19.

BFC Planning, Inc. first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

BFC Planning, Inc. held 128,551 shares of iShares S&P Small-Cap 600 Value ETF worth $17.6M as of Q2 2026.
BFC Planning, Inc. bought 124,500 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $16.1M.
iShares S&P Small-Cap 600 Value ETF made up 0.71% of BFC Planning, Inc.'s portfolio in Q2 2026, its #19 holding.
BFC Planning, Inc. first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
891 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.