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Jackson Grant Investment Advisers’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Jackson Grant Investment Advisers’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 		$259K Buy
1,896
+8
+0.4% +$1.03K 0.08% 103
2026
Q1 		$224K Buy
1,888
+3
+0.2% +$362 0.07% 110
2025
Q4 		$214K Buy
1,885
+9
+0.5% +$1.01K 0.07% 109
2025
Q3 		$207K Buy
1,876
+9
+0.5% +$956 0.07% 113
2025
Q2 		$186K Buy
1,867
+8
+0.4% +$755 0.07% 108
2025
Q1 		$181K Buy
1,859
+7
+0.4% +$739 0.07% 109
2024
Q4 		$201K Buy
1,852
+9
+0.5% +$998 0.08% 104
2024
Q3 		$198K Buy
1,843
+9
+0.5% +$935 0.07% 104
2024
Q2 		$178K Buy
1,834
+9
+0.5% +$885 0.07% 110
2024
Q1 		$188K Buy
1,825
+7
+0.4% +$695 0.08% 111
2023
Q4 		$187K Buy
1,818
+4
+0.2% +$364 0.08% 104
2023
Q3 		$162K Buy
1,814
+10
+0.6% +$952 0.08% 106
2023
Q2 		$171K Buy
1,804
+8
+0.4% +$731 0.08% 108
2023
Q1 		$168K Buy
1,796
+6
+0.3% +$586 0.08% 116
2022
Q4 		$163K Buy
1,790
+5
+0.3% +$460 0.08% 110
2022
Q3 		$147K Buy
1,785
+11
+0.6% +$1.02K 0.08% 111
2022
Q2 		$158K Buy
1,774
+6
+0.3% +$575 0.08% 111
2022
Q1 		$181K Buy
1,768
+5
+0.3% +$510 0.08% 112
2021
Q4 		$184K Buy
1,763
+8
+0.5% +$839 0.09% 93
2021
Q3 		$177K Buy
1,755
+9
+0.5% +$909 0.08% 111
2021
Q2 		$184K Buy
1,746
+4
+0.2% +$418 0.08% 111
2021
Q1 		$176K Buy
1,742
+6
+0.3% +$568 0.08% 111
2020
Q4 		$141K Hold
1,736
– – 0.07% 115
2020
Q3 		$106K Buy
1,736
+8
+0.5% +$503 0.06% 106
2020
Q2 		$104K Buy
1,728
+8
+0.5% +$448 0.07% 106
2020
Q1 		$86K Buy
1,720
+8
+0.5% +$555 0.06% 112
2019
Q4 		$138K Buy
1,712
+10
+0.6% +$775 0.07% 107
2019
Q3 		$128K Buy
1,702
+8
+0.5% +$588 0.07% 108
2019
Q2 		$126K Buy
1,694
+6
+0.4% +$445 0.07% 106
2019
Q1 		$125K Buy
1,688
+6
+0.4% +$443 0.08% 100
2018
Q4 		$111K Buy
1,682
+14
+0.8% +$1.04K 0.08% 104
2018
Q3 		$139K Buy
1,668
+6
+0.4% +$507 0.09% 101
2018
Q2 		$136K Hold
1,662
– – 0.09% 100
2018
Q1 		$125K Buy
1,662
+6
+0.4% +$461 0.09% 102
2017
Q4 		$127K Buy
1,656
+12
+0.7% +$904 0.09% 102
2017
Q3 		$122K Buy
1,644
+4
+0.2% +$279 0.09% 96
2017
Q2 		$115K Buy
1,640
+8
+0.5% +$553 0.09% 90
2017
Q1 		$113K Hold
1,632
– – 0.09% 90
2016
Q4 		$114K Buy
1,632
+10
+0.6% +$655 0.1% 86
2016
Q3 		$101K Hold
1,622
– – 0.08% 83
2016
Q2 		$95K Buy
1,622
+12
+0.7% +$689 0.08% 81
2016
Q1 		$91K Buy
1,610
+6
+0.4% +$311 0.08% 82
2015
Q4 		$87K Buy
+1,604
New +$89K 0.08% 82

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

Jackson Grant Investment Advisers's IJS Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.42% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,896 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #103.

Jackson Grant Investment Advisers first reported a position in IJS in Q4 2015 and has held it in 43 quarters since. 423 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,896 shares of iShares S&P Small-Cap 600 Value ETF worth $259K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 8 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.03K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.08% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #103 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.