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

Investment Advisory 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	$210K	Buy	+1,537	New	+$198K	0.05%	212
2023 Q3	–	Sell	-2,130	Closed	-$203K	–	149
2023 Q2	$203K	Buy	+2,130	New	+$195K	0.1%	137
2022 Q2	–	Sell	-2,167	Closed	-$221K	–	131
2022 Q1	$221K	Hold	2,167	–	–	0.13%	118
2021 Q4	$217K	Buy	+2,167	New	+$227K	0.14%	115

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

Investment Advisory Group's IJS Position: Q2 2026 in Review

Investment Advisory Group opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,537 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #212 among its holdings. This is a return to the name: Investment Advisory Group previously reported a position in IJS as recently as Q2 2023.

Investment Advisory Group first reported a position in IJS in Q4 2021 and has held it in 4 quarters since. The position peaked at $221K in Q1 2022. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Investment Advisory Group held 1,537 shares of iShares S&P Small-Cap 600 Value ETF worth $210K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Investment Advisory Group position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #212 holding.
Investment Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 4 quarters since.
Investment Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $221K in Q1 2022.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.