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

Ironwood Financial’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 		$7.07M Sell
52,299
-1,759
-3% -$227K 1.11% 27
2026
Q1 		$6.4M Sell
54,058
-676
-1% -$81.7K 1.12% 27
2025
Q4 		$6.57M Sell
54,734
-2,181
-4% -$244K 1.11% 26
2025
Q3 		$6.29M Buy
56,915
+648
+1% +$68.8K 1.12% 26
2025
Q2 		$5.48M Hold
56,267
– – 1.18% 23
2025
Q1 		$5.48M Sell
56,267
-1,051
-2% -$111K 1.18% 23
2024
Q4 		$6.23M Sell
57,318
-3,314
-5% -$367K 1.31% 21
2024
Q3 		$6.53M Sell
60,632
-272
-0.4% -$28.2K 1.37% 20
2024
Q2 		$5.92M Sell
60,904
-1,057
-2% -$104K 1.33% 20
2024
Q1 		$6.37M Sell
61,961
-345
-0.6% -$34.2K 1.46% 18
2023
Q4 		$6.42M Sell
62,306
-952
-2% -$86.8K 1.56% 17
2023
Q3 		$5.64M Sell
63,258
-468
-0.7% -$44.6K 1.52% 17
2023
Q2 		$6.06M Buy
63,726
+418
+0.7% +$38.2K 1.59% 17
2023
Q1 		$5.93M Buy
63,308
+355
+0.6% +$34.7K 1.65% 17
2022
Q4 		$5.75M Sell
62,953
-1,442
-2% -$133K 1.79% 16
2022
Q3 		$5.31M Buy
64,395
+161
+0.3% +$14.9K 1.76% 16
2022
Q2 		$5.72M Sell
64,234
-445
-0.7% -$42.7K 1.84% 17
2022
Q1 		$6.68M Sell
64,679
-75
-0.1% -$7.64K 1.89% 17
2021
Q4 		$6.77M Buy
64,754
+857
+1% +$89.8K 1.85% 18
2021
Q3 		$6.43M Buy
63,897
+722
+1% +$72.9K 1.88% 19
2021
Q2 		$6.66M Buy
63,175
+943
+2% +$98.6K 2% 19
2021
Q1 		$6.27M Sell
62,232
-586
-0.9% -$55.5K 2.05% 19
2020
Q4 		$5.11M Buy
62,818
+14,746
+31% +$1.07M 1.91% 14
2020
Q3 		$2.94M Sell
48,072
-842
-2% -$52.9K 1.48% 16
2020
Q2 		$2.94M Buy
+48,914
New +$2.74M 1.59% 13
2020
Q1 		– Sell
-34
Closed -$3K – 369
2019
Q4 		$3K Hold
34
– – ﹤0.01% 330
2019
Q3 		$3K Buy
+34
New +$2.5K ﹤0.01% 334
2018
Q1 		– Sell
-154
Closed -$12K – 259
2017
Q4 		$12K Hold
154
– – 0.01% 163
2017
Q3 		$11K Sell
154
-350
-69% -$24.4K 0.01% 173
2017
Q2 		$35K Sell
504
-146
-22% -$10.1K 0.02% 97
2017
Q1 		$45K Hold
650
– – 0.03% 90
2016
Q4 		$46K Hold
650
– – 0.03% 87
2016
Q3 		$41K Hold
650
– – 0.03% 96
2016
Q2 		$38K Hold
650
– – 0.03% 99
2016
Q1 		$37K Buy
+650
New +$33.7K 0.03% 97
2015
Q3 		$52K Hold
998
– – 0.03% 110
2015
Q2 		$59K Hold
998
– – 0.03% 107
2015
Q1 		$59K Hold
998
– – 0.03% 105
2014
Q4 		$59K Buy
+998
New +$56.3K 0.03% 94

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

Ironwood Financial's IJS Position: Q2 2026 in Review

Ironwood Financial reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.3% in Q2 2026, selling an estimated $227K and leaving 52,299 shares worth $7.07M. The position accounts for 1.11% of the portfolio, ranked #27.

Ironwood Financial first reported a position in IJS in Q4 2014 and has held it in 39 quarters since. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Ironwood Financial held 52,299 shares of iShares S&P Small-Cap 600 Value ETF worth $7.07M as of Q2 2026.
  • Ironwood Financial sold 1,759 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $227K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.11% of Ironwood Financial's portfolio in Q2 2026, its #27 holding.
  • Ironwood Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 39 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.