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

InvesTrust’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 		$4.01M Sell
29,311
-506
-2% -$65.3K 1.54% 21
2026
Q1 		$3.53M Hold
29,817
– – 1.48% 21
2025
Q4 		$3.39M Sell
29,817
-489
-2% -$54.8K 1.31% 24
2025
Q3 		$3.35M Sell
30,306
-120
-0.4% -$12.7K 1.23% 27
2025
Q2 		$3.03M Sell
30,426
-1,012
-3% -$95.6K 1.17% 30
2025
Q1 		$3.06M Buy
31,438
+170
+0.5% +$17.9K 0.84% 48
2024
Q4 		$3.38M Buy
+31,268
New +$3.47M 0.94% 47

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

InvesTrust's IJS Position: Q2 2026 in Review

InvesTrust reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.7% in Q2 2026, selling an estimated $65.3K and leaving 29,311 shares worth $4.01M. The position accounts for 1.54% of the portfolio, ranked #21.

InvesTrust first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • InvesTrust held 29,311 shares of iShares S&P Small-Cap 600 Value ETF worth $4.01M as of Q2 2026.
  • InvesTrust sold 506 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $65.3K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.54% of InvesTrust's portfolio in Q2 2026, its #21 holding.
  • InvesTrust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 426 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.