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

Guidance Point 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	$298K	Buy	2,177 +48	+2%	+$6.19K	0.06%	83
2026 Q1	$253K	Buy	2,129 +6	+0.3%	+$725	0.06%	85
2025 Q4	$242K	Buy	2,123 +56	+3%	+$6.28K	0.06%	84
2025 Q3	$229K	Sell	2,067 -46	-2%	-$4.88K	0.06%	87
2025 Q2	$210K	Sell	2,113 -19	-0.9%	-$1.79K	0.05%	83
2025 Q1	$208K	Buy	2,132 +7	+0.3%	+$739	0.06%	82
2024 Q4	$231K	Buy	2,125 +10	+0.5%	+$1.11K	0.06%	76
2024 Q3	$228K	Buy	2,115 +2	+0.1%	+$208	0.07%	78
2024 Q2	$206K	Buy	2,113 +15	+0.7%	+$1.47K	0.06%	77
2024 Q1	$216K	Sell	2,098 -5	-0.2%	-$496	0.07%	79
2023 Q4	$217K	Sell	2,103 -1,504	-42%	-$137K	0.08%	62
2023 Q3	$322K	Sell	3,607 -467	-11%	-$44.5K	0.13%	55
2023 Q2	$387K	Buy	4,074 +20	+0.5%	+$1.83K	0.15%	54
2023 Q1	$379K	Buy	4,054 +15	+0.4%	+$1.47K	0.15%	54
2022 Q4	$369K	Buy	4,039 +11	+0.3%	+$1.01K	0.16%	54
2022 Q3	$332K	Buy	4,028 +24	+0.6%	+$2.22K	0.15%	60
2022 Q2	$356K	Buy	4,004 +12	+0.3%	+$1.15K	0.15%	61
2022 Q1	$408K	Buy	3,992 +11	+0.3%	+$1.12K	0.15%	64
2021 Q4	$416K	Buy	3,981 +20	+0.5%	+$2.1K	0.15%	58
2021 Q3	$398K	Buy	3,961 +18	+0.5%	+$1.82K	0.15%	60
2021 Q2	$415K	Buy	3,943 +9	+0.2%	+$941	0.16%	61
2021 Q1	$396K	Buy	3,934 +280	+8%	+$26.5K	0.16%	63
2020 Q4	$297K	Hold	3,654	–	–	0.14%	63
2020 Q3	$223K	Sell	3,654 -62	-2%	-$3.9K	0.12%	71
2020 Q2	$223K	Sell	3,716 -12,408	-77%	-$696K	0.12%	66
2020 Q1	$805K	Buy	16,124 +70	+0.4%	+$4.85K	0.52%	36
2019 Q4	$1.29M	Buy	16,054 +62	+0.4%	+$4.81K	0.63%	28
2019 Q3	$1.2M	Buy	15,992 +1,846	+13%	+$136K	0.66%	28
2019 Q2	$1.05M	Buy	14,146 +48	+0.3%	+$3.56K	0.59%	29
2019 Q1	$1.04M	Buy	14,098 +54	+0.4%	+$3.99K	0.61%	29
2018 Q4	$925K	Buy	+14,044	New	+$1.04M	0.6%	30

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

Guidance Point Advisors's IJS Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.3% in Q2 2026, buying an estimated $6.19K and bringing the position to 2,177 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #83.

Guidance Point Advisors first reported a position in IJS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.29M in Q4 2019. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Guidance Point Advisors held 2,177 shares of iShares S&P Small-Cap 600 Value ETF worth $298K as of Q2 2026.
Guidance Point Advisors bought 48 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $6.19K.
iShares S&P Small-Cap 600 Value ETF made up 0.06% of Guidance Point Advisors's portfolio in Q2 2026, its #83 holding.
Guidance Point Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 31 quarters since.
Guidance Point Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.29M in Q4 2019.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.