Independent Advisor Alliance’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Independent Advisor Alliance’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	–	Sell	-62,870	Closed	-$7.45M	–	1349
2026 Q1	$7.45M	Buy	+62,870	New	+$7.59M	0.08%	226
2025 Q1	–	Sell	-9,683	Closed	-$1.05M	–	1082
2024 Q4	$1.05M	Buy	+9,683	New	+$1.07M	0.01%	716
2020 Q1	–	Sell	-24,172	Closed	-$1.94M	–	620
2019 Q4	$1.94M	Buy	+24,172	New	+$1.87M	0.08%	243

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

Independent Advisor Alliance's IJS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 62,870 shares — an estimated $7.45M sold.

Independent Advisor Alliance first reported a position in IJS in Q4 2019 and held it in 3 quarters. The position peaked at $7.45M in Q1 2026. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 62,870 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $7.45M.
Independent Advisor Alliance first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares S&P Small-Cap 600 Value ETF position peaked at $7.45M in Q1 2026.
881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.