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

JFS Wealth Advisors’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	$9.81M	Sell	71,803 -534	-0.7%	-$68.9K	0.49%	38
2026 Q1	$8.57M	Sell	72,337 -4,429	-6%	-$535K	0.48%	39
2025 Q4	$8.73M	Sell	76,766 -6,868	-8%	-$770K	0.49%	39
2025 Q3	$9.25M	Buy	83,634 +2,231	+3%	+$237K	0.54%	34
2025 Q2	$8.1M	Sell	81,403 -3,381	-4%	-$319K	0.52%	36
2025 Q1	$8.26M	Sell	84,784 -4,341	-5%	-$458K	0.56%	34
2024 Q4	$9.68M	Sell	89,125 -3,737	-4%	-$414K	0.66%	31
2024 Q3	$10M	Sell	92,862 -2,887	-3%	-$300K	0.67%	31
2024 Q2	$9.31M	Sell	95,749 -3,177	-3%	-$312K	0.73%	29
2024 Q1	$10.2M	Buy	98,926 +8,739	+10%	+$867K	0.81%	28
2023 Q4	$9.3M	Sell	90,187 -233	-0.3%	-$21.2K	0.79%	28
2023 Q3	$8.07M	Sell	90,420 -927	-1%	-$88.3K	0.76%	29
2023 Q2	$8.69M	Buy	91,347 +1,388	+2%	+$127K	0.78%	28
2023 Q1	$8.42M	Sell	89,959 -1,759	-2%	-$172K	0.79%	27
2022 Q4	$8.37M	Sell	91,718 -9,570	-9%	-$881K	0.82%	27
2022 Q3	$8.35M	Sell	101,288 -2,796	-3%	-$259K	0.92%	22
2022 Q2	$9.27M	Sell	104,084 -744	-0.7%	-$71.3K	0.98%	20
2022 Q1	$10.7M	Buy	104,828 +81,834	+356%	+$8.34M	1.01%	19
2021 Q4	$2.4M	Buy	22,994 +2,943	+15%	+$309K	0.23%	78
2021 Q3	$2.02M	Buy	20,051 +20,031	+100,155%	+$2.02M	0.21%	81
2021 Q2	$2K	Sell	20 -282	-93%	-$29.5K	﹤0.01%	550
2021 Q1	$30K	Hold	302	–	–	0.01%	300
2020 Q4	$25K	Hold	302	–	–	0.01%	307
2020 Q3	$18K	Hold	302	–	–	﹤0.01%	322
2020 Q2	$18K	Hold	302	–	–	﹤0.01%	315
2020 Q1	$15K	Hold	302	–	–	﹤0.01%	295
2019 Q4	$24K	Hold	302	–	–	0.01%	292
2019 Q3	$23K	Hold	302	–	–	0.01%	287
2019 Q2	$22K	Hold	302	–	–	0.01%	293
2019 Q1	$22K	Hold	302	–	–	0.01%	287
2018 Q4	$20K	Sell	302 -60	-17%	-$4.45K	0.01%	284
2018 Q3	$30K	Buy	362 +80	+28%	+$6.76K	0.01%	283
2018 Q2	$23K	Hold	282	–	–	0.01%	299
2018 Q1	$21K	Hold	282	–	–	0.01%	311
2017 Q4	$22K	Hold	282	–	–	0.01%	323
2017 Q3	$21K	Sell	282 -90	-24%	-$6.28K	0.01%	315
2017 Q2	$26K	Hold	372	–	–	0.01%	275
2017 Q1	$26K	Hold	372	–	–	0.01%	279
2016 Q4	$26K	Hold	372	–	–	0.01%	279
2016 Q3	$23K	Hold	372	–	–	0.01%	308
2016 Q2	$22K	Sell	372 -116	-24%	-$6.66K	0.01%	315
2016 Q1	$28K	Hold	488	–	–	0.01%	288
2015 Q4	$26K	Buy	488 +116	+31%	+$6.43K	0.01%	306
2015 Q3	$19K	Hold	372	–	–	0.01%	278
2015 Q2	$22K	Hold	372	–	–	0.01%	261
2015 Q1	$22K	Hold	372	–	–	0.01%	264
2014 Q4	$22K	Hold	372	–	–	﹤0.01%	277
2014 Q3	$20K	Hold	372	–	–	﹤0.01%	262
2014 Q2	$21K	Buy	+372	New	+$20.8K	﹤0.01%	256

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

JFS Wealth Advisors's IJS Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.74% in Q2 2026, selling an estimated $68.9K and leaving 71,803 shares worth $9.81M. The position accounts for 0.49% of the portfolio, ranked #38.

JFS Wealth Advisors first reported a position in IJS in Q2 2014 and has held it in 49 quarters since. The position peaked at $10.7M in Q1 2022. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

JFS Wealth Advisors held 71,803 shares of iShares S&P Small-Cap 600 Value ETF worth $9.81M as of Q2 2026.
JFS Wealth Advisors sold 534 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $68.9K.
iShares S&P Small-Cap 600 Value ETF made up 0.49% of JFS Wealth Advisors's portfolio in Q2 2026, its #38 holding.
JFS Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $10.7M in Q1 2022.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.