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 Q2	$255K	Buy	+1,865	New	+$241K	0.01%	792
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 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

IFG Advisory's IJS Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,865 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IJS as recently as Q4 2025.

IFG Advisory first reported a position in IJS in Q1 2019 and has held it in 15 quarters since. The position peaked at $7.5M in Q2 2019. 885 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

IFG Advisory held 1,865 shares of iShares S&P Small-Cap 600 Value ETF worth $255K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new IFG Advisory position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #792 holding.
IFG Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 15 quarters since.
IFG Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $7.5M in Q2 2019.
885 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.