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

IFG 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
Q1 		– Sell
-1,863
Closed -$212K – 605
2025
Q4 		$212K Sell
1,863
-48
-3% -$5.38K 0.01% 723
2025
Q3 		$211K Buy
+1,911
New +$203K 0.01% 738
2025
Q1 		– Sell
-2,053
Closed -$223K – 700
2024
Q4 		$223K Buy
+2,053
New +$228K 0.01% 616
2024
Q1 		– Sell
-2,335
Closed -$241K – 468
2023
Q4 		$241K Buy
2,335
+4
+0.2% +$364 0.02% 520
2023
Q3 		$208K Buy
+2,331
New +$222K 0.02% 512
2023
Q2 		– Sell
-4,857
Closed -$455K – 404
2023
Q1 		$455K Sell
4,857
-4,156
-46% -$406K 0.04% 337
2022
Q4 		$823K Sell
9,013
-829
-8% -$76.3K 0.08% 230
2022
Q3 		$811K Buy
9,842
+2,864
+41% +$265K 0.07% 241
2022
Q2 		$621K Buy
6,978
+3,832
+122% +$367K 0.07% 261
2022
Q1 		$322K Buy
+3,146
New +$321K 0.03% 384
2020
Q1 		– Sell
-3,128
Closed -$251K – 389
2019
Q4 		$251K Hold
3,128
– – 0.05% 347
2019
Q3 		$234K Sell
3,128
-105,272
-97% -$7.74M 0.05% 355
2019
Q2 		$7.5M Buy
108,400
+1,664
+2% +$123K 1.33% 12
2019
Q1 		$7.29M Buy
+106,736
New +$7.89M 1.39% 12

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

IFG Advisory's IJS Position: Q1 2026 in Review

IFG Advisory sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 1,863 shares — an estimated $212K sold.

IFG Advisory first reported a position in IJS in Q1 2019 and held it in 14 quarters. The position peaked at $7.5M in Q2 2019. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • IFG Advisory reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 1,863 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $212K.
  • IFG Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and held it in 14 quarters.
  • IFG Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $7.5M in Q2 2019.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.