IFG
IJS icon

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

Independent Financial Group’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 		$5.35M Sell
39,152
-69,534
-64% -$8.97M 0.1% 202
2026
Q1 		$12.9M Buy
108,686
+79,265
+269% +$9.58M 0.29% 60
2025
Q4 		$3.35M Sell
29,421
-7,266
-20% -$814K 0.07% 249
2025
Q3 		$4.06M Buy
36,687
+30,184
+464% +$3.21M 0.1% 194
2025
Q2 		$647K Sell
6,503
-13,153
-67% -$1.24M 0.02% 681
2025
Q1 		$1.92M Sell
19,656
-2,680
-12% -$283K 0.07% 295
2024
Q4 		$2.43M Buy
22,336
+16,396
+276% +$1.82M 0.08% 246
2024
Q3 		$640K Sell
5,940
-370
-6% -$38.4K 0.02% 572
2024
Q2 		$614K Sell
6,310
-419
-6% -$41.2K 0.02% 539
2024
Q1 		$691K Sell
6,729
-991
-13% -$98.4K 0.03% 481
2023
Q4 		$796K Buy
7,720
+492
+7% +$44.8K 0.04% 421
2023
Q3 		$645K Buy
7,228
+1,070
+17% +$102K 0.04% 429
2023
Q2 		$586K Buy
6,158
+419
+7% +$38.3K 0.04% 442
2023
Q1 		$537K Sell
5,739
-8
-0.1% -$782 0.04% 437
2022
Q4 		$525K Buy
5,747
+232
+4% +$21.4K 0.05% 412
2022
Q3 		$455K Sell
5,515
-452
-8% -$41.8K 0.04% 418
2022
Q2 		$531K Sell
5,967
-1,053
-15% -$101K 0.06% 365
2022
Q1 		$719K Sell
7,020
-619
-8% -$63.1K 0.06% 338
2021
Q4 		$798K Buy
7,639
+48
+0.6% +$5.03K 0.07% 308
2021
Q3 		$764K Sell
7,591
-7,910
-51% -$799K 0.08% 279
2021
Q2 		$1.63M Buy
15,501
+894
+6% +$93.4K 0.17% 130
2021
Q1 		$1.47M Buy
14,607
+9,039
+162% +$856K 0.19% 130
2020
Q4 		$453K Buy
+5,568
New +$405K 0.07% 328

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

Independent Financial Group's IJS Position: Q2 2026 in Review

Independent Financial Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 64% in Q2 2026, selling an estimated $8.97M and leaving 39,152 shares worth $5.35M. The position accounts for 0.1% of the portfolio, ranked #202.

Independent Financial Group first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.9M in Q1 2026. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Independent Financial Group held 39,152 shares of iShares S&P Small-Cap 600 Value ETF worth $5.35M as of Q2 2026.
  • Independent Financial Group sold 69,534 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $8.97M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #202 holding.
  • Independent Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $12.9M 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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.