High Net Worth Advisory Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

High Net Worth Advisory 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	$1.08M	Hold	7,900	–	–	0.23%	101
2026 Q1	$936K	Hold	7,900	–	–	0.22%	104
2025 Q4	$898K	Hold	7,900	–	–	0.21%	105
2025 Q3	$874K	Hold	7,900	–	–	0.21%	101
2025 Q2	$786K	Hold	7,900	–	–	0.21%	100
2025 Q1	$770K	Hold	7,900	–	–	0.22%	98
2024 Q4	$858K	Hold	7,900	–	–	0.24%	94
2024 Q3	$851K	Hold	7,900	–	–	0.23%	94
2024 Q2	$768K	Hold	7,900	–	–	0.23%	91
2024 Q1	$812K	Sell	7,900 -100	-1%	-$9.92K	0.26%	86
2023 Q4	$825K	Hold	8,000	–	–	0.31%	78
2023 Q3	$714K	Hold	8,000	–	–	0.29%	85
2023 Q2	$761K	Hold	8,000	–	–	0.3%	83
2023 Q1	$749K	Hold	8,000	–	–	0.31%	85
2022 Q4	$730K	Buy	8,000 +3,600	+82%	+$331K	0.28%	92
2022 Q3	$363K	Hold	4,400	–	–	0.16%	126
2022 Q2	$392K	Hold	4,400	–	–	0.16%	119
2022 Q1	$451K	Hold	4,400	–	–	0.16%	115
2021 Q4	$460K	Buy	+4,400	New	+$461K	0.16%	119

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

High Net Worth Advisory Group's IJS Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 7,900 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #101.

High Net Worth Advisory Group first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

High Net Worth Advisory Group held 7,900 shares of iShares S&P Small-Cap 600 Value ETF worth $1.08M as of Q2 2026.
High Net Worth Advisory Group left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.23% of High Net Worth Advisory Group's portfolio in Q2 2026, its #101 holding.
High Net Worth Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.