Horizon Investments’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Horizon Investments’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	$144K	Sell	1,056 -1,056	-50%	-$136K	﹤0.01%	1066
2026 Q1	$250K	Buy	2,112 +1,056	+100%	+$128K	﹤0.01%	949
2025 Q4	$120K	Sell	1,056 -95	-8%	-$10.6K	﹤0.01%	1038
2025 Q3	$127K	Hold	1,151	–	–	﹤0.01%	959
2025 Q2	$115K	Sell	1,151 -265	-19%	-$25K	﹤0.01%	937
2025 Q1	$138K	Sell	1,416 -356	-20%	-$37.6K	﹤0.01%	592
2024 Q4	$192K	Buy	+1,772	New	+$196K	0.01%	550

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

Horizon Investments's IJS Position: Q2 2026 in Review

Horizon Investments reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 50% in Q2 2026, selling an estimated $136K and leaving 1,056 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Horizon Investments first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q1 2026. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Horizon Investments held 1,056 shares of iShares S&P Small-Cap 600 Value ETF worth $144K as of Q2 2026.
Horizon Investments sold 1,056 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $136K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1066 holding.
Horizon Investments first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
Horizon Investments's iShares S&P Small-Cap 600 Value ETF position peaked at $250K in Q1 2026.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.