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Harbor Investment Advisory’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Harbor Investment Advisory’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 		$899K Sell
6,576
-735
-10% -$94.8K 0.06% 221
2026
Q1 		$866K Hold
7,311
– – 0.07% 217
2025
Q4 		$831K Buy
7,311
+5,532
+311% +$620K 0.06% 219
2025
Q3 		$197K Hold
1,779
– – 0.02% 396
2025
Q2 		$177K Sell
1,779
-150
-8% -$14.2K 0.02% 396
2025
Q1 		$188K Hold
1,929
– – 0.02% 377
2024
Q4 		$210K Hold
1,929
– – 0.02% 342
2024
Q3 		$208K Hold
1,929
– – 0.02% 336
2024
Q2 		$188K Hold
1,929
– – 0.02% 344
2024
Q1 		$198K Buy
1,929
+990
+105% +$98.3K 0.02% 345
2023
Q4 		$96.8K Sell
939
-1,150
-55% -$105K 0.01% 428
2023
Q3 		$186K Hold
2,089
– – 0.02% 316
2023
Q2 		$199K Buy
2,089
+348
+20% +$31.8K 0.03% 351
2023
Q1 		$163K Sell
1,741
-548
-24% -$53.5K 0.02% 391
2022
Q4 		$209K Buy
2,289
+250
+12% +$23K 0.03% 335
2022
Q3 		$168K Sell
2,039
-18
-0.9% -$1.67K 0.03% 362
2022
Q2 		$183K Buy
2,057
+391
+23% +$37.5K 0.03% 352
2022
Q1 		$171K Buy
1,666
+1,550
+1,336% +$158K 0.02% 402
2021
Q4 		$12K Hold
116
– – ﹤0.01% 1025
2021
Q3 		$12K Hold
116
– – ﹤0.01% 1025
2021
Q2 		$12K Hold
116
– – ﹤0.01% 981
2021
Q1 		$12K Hold
116
– – ﹤0.01% 950
2020
Q4 		$9K Hold
116
– – ﹤0.01% 938
2020
Q3 		$7K Hold
116
– – ﹤0.01% 896
2020
Q2 		$7K Sell
116
-3,088
-96% -$173K ﹤0.01% 832
2020
Q1 		$160K Buy
3,204
+610
+24% +$42.3K 0.04% 259
2019
Q4 		$209K Buy
+2,594
New +$201K 0.05% 242

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

Harbor Investment Advisory's IJS Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 10% in Q2 2026, selling an estimated $94.8K and leaving 6,576 shares worth $899K. The position accounts for 0.06% of the portfolio, ranked #221.

Harbor Investment Advisory first reported a position in IJS in Q4 2019 and has held it in 27 quarters since. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Harbor Investment Advisory held 6,576 shares of iShares S&P Small-Cap 600 Value ETF worth $899K as of Q2 2026.
  • Harbor Investment Advisory sold 735 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $94.8K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.06% of Harbor Investment Advisory's portfolio in Q2 2026, its #221 holding.
  • Harbor Investment Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.