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

Gallagher Fiduciary 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	$282K	Buy	2,060 +8	+0.4%	+$1.03K	0.01%	302
2026 Q1	$243K	Buy	2,052 +4	+0.2%	+$483	0.01%	291
2025 Q4	$233K	Buy	2,048 +9	+0.4%	+$1.01K	0.01%	301
2025 Q3	$225K	Buy	2,039 +9	+0.4%	+$956	0.01%	284
2025 Q2	$202K	Buy	+2,030	New	+$192K	0.01%	304
2025 Q1	–	Sell	-2,013	Closed	-$219K	–	318
2024 Q4	$219K	Buy	2,013 +9	+0.4%	+$998	0.04%	271
2024 Q3	$216K	Buy	+2,004	New	+$208K	0.04%	247
2024 Q2	–	Sell	-1,983	Closed	-$204K	–	268
2024 Q1	$204K	Buy	1,983 +7	+0.4%	+$695	0.01%	189
2023 Q4	$204K	Buy	+1,976	New	+$180K	0.01%	176
2023 Q3	–	Sell	-3,127	Closed	-$297K	–	191
2023 Q2	$297K	Buy	3,127 +13	+0.4%	+$1.19K	0.02%	160
2023 Q1	$291K	Buy	+3,114	New	+$304K	0.02%	154

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

Gallagher Fiduciary Advisors's IJS Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.39% in Q2 2026, buying an estimated $1.03K and bringing the position to 2,060 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #302.

Gallagher Fiduciary Advisors first reported a position in IJS in Q1 2023 and has held it in 11 quarters since. The position peaked at $297K in Q2 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Gallagher Fiduciary Advisors held 2,060 shares of iShares S&P Small-Cap 600 Value ETF worth $282K as of Q2 2026.
Gallagher Fiduciary Advisors bought 8 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.03K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #302 holding.
Gallagher Fiduciary Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 11 quarters since.
Gallagher Fiduciary Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $297K 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 Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.