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

IFG 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 		$270K Sell
1,979
-186
-9% -$24K 0.04% 142
2026
Q1 		$256K Buy
2,165
+183
+9% +$22.1K 0.04% 132
2025
Q4 		$225K Sell
1,982
-296
-13% -$33.2K 0.04% 144
2025
Q3 		$252K Sell
2,278
-2,117
-48% -$225K 0.04% 134
2025
Q2 		$437K Sell
4,395
-19
-0.4% -$1.79K 0.07% 97
2025
Q1 		$430K Sell
4,414
-221
-5% -$23.3K 0.08% 92
2024
Q4 		$503K Buy
4,635
+38
+0.8% +$4.21K 0.1% 83
2024
Q3 		$495K Buy
4,597
+951
+26% +$98.8K 0.11% 76
2024
Q2 		$355K Buy
3,646
+62
+2% +$6.09K 0.08% 95
2024
Q1 		$368K Buy
3,584
+515
+17% +$51.1K 0.1% 87
2023
Q4 		$316K Sell
3,069
-262
-8% -$23.9K 0.09% 93
2023
Q3 		$297K Buy
3,331
+240
+8% +$22.9K 0.11% 92
2023
Q2 		$294K Sell
3,091
-257
-8% -$23.5K 0.1% 96
2023
Q1 		$313K Buy
3,348
+106
+3% +$10.4K 0.12% 88
2022
Q4 		$296K Buy
+3,242
New +$299K 0.13% 88
2022
Q3 		– Sell
-2,301
Closed -$205K – 109
2022
Q2 		$205K Buy
+2,301
New +$221K 0.1% 100

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

IFG Advisors's IJS Position: Q2 2026 in Review

IFG Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8.6% in Q2 2026, selling an estimated $24K and leaving 1,979 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #142.

IFG Advisors first reported a position in IJS in Q2 2022 and has held it in 16 quarters since. The position peaked at $503K in Q4 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • IFG Advisors held 1,979 shares of iShares S&P Small-Cap 600 Value ETF worth $270K as of Q2 2026.
  • IFG Advisors sold 186 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $24K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of IFG Advisors's portfolio in Q2 2026, its #142 holding.
  • IFG Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • IFG Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $503K in Q4 2024.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.