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Gerald Baker Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Gerald Baker Financial Group’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 		$6.77M Buy
49,534
+1,607
+3% +$207K 1.93% 14
2026
Q1 		$5.68M Buy
+47,927
New +$5.79M 1.8% 15

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

Gerald Baker Financial Group's IJS Position: Q2 2026 in Review

Gerald Baker Financial Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.4% in Q2 2026, buying an estimated $207K and bringing the position to 49,534 shares worth $6.77M. The position accounts for 1.93% of the portfolio, ranked #14.

Gerald Baker Financial Group first reported a position in IJS in Q1 2026 and has held it in 2 quarters since. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Gerald Baker Financial Group held 49,534 shares of iShares S&P Small-Cap 600 Value ETF worth $6.77M as of Q2 2026.
  • Gerald Baker Financial Group bought 1,607 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $207K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.93% of Gerald Baker Financial Group's portfolio in Q2 2026, its #14 holding.
  • Gerald Baker Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.