JNBA Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $647K | Sell |
4,736
-325
| -6% | -$41.9K | 0.05% | 132 |
|
|
2026
Q1 | $599K | Sell |
5,061
-527
| -9% | -$63.7K | 0.05% | 132 |
|
|
2025
Q4 | $635K | Sell |
5,588
-193
| -3% | -$21.6K | 0.06% | 130 |
|
|
2025
Q3 | $639K | Hold |
5,781
| – | – | 0.06% | 127 |
|
|
2025
Q2 | $575K | Hold |
5,781
| – | – | 0.06% | 127 |
|
|
2025
Q1 | $563K | Sell |
5,781
-335
| -5% | -$35.3K | 0.06% | 124 |
|
|
2024
Q4 | $664K | Sell |
6,116
-386
| -6% | -$42.8K | 0.07% | 114 |
|
|
2024
Q3 | $700K | Sell |
6,502
-294
| -4% | -$30.5K | 0.07% | 111 |
|
|
2024
Q2 | $661K | Sell |
6,796
-240
| -3% | -$23.6K | 0.07% | 115 |
|
|
2024
Q1 | $723K | Sell |
7,036
-546
| -7% | -$54.2K | 0.08% | 115 |
|
|
2023
Q4 | $781K | Sell |
7,582
-424
| -5% | -$38.6K | 0.09% | 112 |
|
|
2023
Q3 | $714K | Sell |
8,006
-264
| -3% | -$25.1K | 0.09% | 111 |
|
|
2023
Q2 | $786K | Sell |
8,270
-29
| -0.3% | -$2.65K | 0.09% | 110 |
|
|
2023
Q1 | $777K | Sell |
8,299
-91
| -1% | -$8.89K | 0.1% | 110 |
|
|
2022
Q4 | $766K | Sell |
8,390
-143
| -2% | -$13.2K | 0.11% | 111 |
|
|
2022
Q3 | $704K | Sell |
8,533
-45
| -0.5% | -$4.16K | 0.11% | 108 |
|
|
2022
Q2 | $764K | Sell |
8,578
-56
| -0.6% | -$5.37K | 0.12% | 101 |
|
|
2022
Q1 | $884K | Sell |
8,634
-524
| -6% | -$53.4K | 0.12% | 96 |
|
|
2021
Q4 | $957K | Sell |
9,158
-74
| -0.8% | -$7.76K | 0.12% | 97 |
|
|
2021
Q3 | $929K | Sell |
9,232
-163
| -2% | -$16.5K | 0.12% | 93 |
|
|
2021
Q2 | $991K | Sell |
9,395
-5
| -0.1% | -$523 | 0.13% | 91 |
|
|
2021
Q1 | $947K | Buy |
9,400
+184
| +2% | +$17.4K | 0.14% | 90 |
|
|
2020
Q4 | $749K | Buy |
9,216
+414
| +5% | +$30.1K | 0.12% | 89 |
|
|
2020
Q3 | $539K | Hold |
8,802
| – | – | 0.11% | 94 |
|
|
2020
Q2 | $530K | Sell |
8,802
-202
| -2% | -$11.3K | 0.11% | 93 |
|
|
2020
Q1 | $450K | Sell |
9,004
-182
| -2% | -$12.6K | 0.11% | 93 |
|
|
2019
Q4 | $739K | Buy |
9,186
+106
| +1% | +$8.22K | 0.14% | 85 |
|
|
2019
Q3 | $682K | Hold |
9,080
| – | – | 0.14% | 85 |
|
|
2019
Q2 | $675K | Sell |
9,080
-184
| -2% | -$13.7K | 0.14% | 85 |
|
|
2019
Q1 | $683K | Sell |
9,264
-2,574
| -22% | -$190K | 0.15% | 80 |
|
|
2018
Q4 | $780K | Buy |
+11,838
| New | +$879K | 0.18% | 70 |
|
|
2018
Q3 | – | Sell |
-13,102
| Closed | -$1.07M | – | 590 |
|
|
2018
Q2 | $1.07M | Sell |
13,102
-812
| -6% | -$64.9K | 0.23% | 51 |
|
|
2018
Q1 | $1.05M | Sell |
13,914
-772
| -5% | -$59.4K | 0.22% | 52 |
|
|
2017
Q4 | $1.13M | Sell |
14,686
-826
| -5% | -$62.2K | 0.24% | 47 |
|
|
2017
Q3 | $1.15M | Sell |
15,512
-9,048
| -37% | -$631K | 0.26% | 42 |
|
|
2017
Q2 | $1.72M | Buy |
24,560
+2,422
| +11% | +$167K | 0.39% | 30 |
|
|
2017
Q1 | $1.53M | Sell |
22,138
-1,444
| -6% | -$101K | 0.36% | 30 |
|
|
2016
Q4 | $1.65M | Buy |
23,582
+23,524
| +40,559% | +$1.54M | 0.4% | 29 |
|
|
2016
Q3 | $4K | Sell |
58
-24,222
| -100% | -$1.49M | ﹤0.01% | 1291 |
|
|
2016
Q2 | $1.42M | Buy |
24,280
+24
| +0.1% | +$1.38K | 0.4% | 32 |
|
|
2016
Q1 | $1.37M | Sell |
24,256
-128
| -0.5% | -$6.64K | 0.49% | 29 |
|
|
2015
Q4 | $1.32M | Sell |
24,384
-658
| -3% | -$36.5K | 0.51% | 27 |
|
|
2015
Q3 | $1.31M | Sell |
25,042
-194
| -0.8% | -$10.8K | 0.56% | 24 |
|
|
2015
Q2 | $1.49M | Sell |
25,236
-1,560
| -6% | -$92.8K | 0.56% | 21 |
|
|
2015
Q1 | $1.59M | Sell |
26,796
-910
| -3% | -$52.9K | 0.61% | 20 |
|
|
2014
Q4 | $1.63M | Buy |
27,706
+346
| +1% | +$19.5K | 0.66% | 20 |
|
|
2014
Q3 | $1.47M | Buy |
27,360
+134
| +0.5% | +$7.54K | 0.67% | 23 |
|
|
2014
Q2 | $1.57M | Sell |
27,226
-640
| -2% | -$35.8K | 0.76% | 22 |
|
|
2014
Q1 | $1.58M | Sell |
27,866
-508
| -2% | -$28.1K | 0.83% | 21 |
|
|
2013
Q4 | $1.58M | Buy |
28,374
+690
| +2% | +$36.8K | 0.86% | 21 |
|
|
2013
Q3 | $1.42M | Sell |
27,684
-560
| -2% | -$27.8K | 0.88% | 22 |
|
|
2013
Q2 | $1.32M | Buy |
+28,244
| New | +$1.3M | 0.91% | 22 |
|
Other funds holding IJS
SP
PRS
PCIA
MWM
JNBA Financial Advisors's IJS Position: Q2 2026 in Review
JNBA Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.4% in Q2 2026, selling an estimated $41.9K and leaving 4,736 shares worth $647K. The position accounts for 0.05% of the portfolio, ranked #132.
JNBA Financial Advisors first reported a position in IJS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.72M in Q2 2017. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.
- JNBA Financial Advisors held 4,736 shares of iShares S&P Small-Cap 600 Value ETF worth $647K as of Q2 2026.
- JNBA Financial Advisors sold 325 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $41.9K.
- iShares S&P Small-Cap 600 Value ETF made up 0.05% of JNBA Financial Advisors's portfolio in Q2 2026, its #132 holding.
- JNBA Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 52 quarters since.
- JNBA Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.72M in Q2 2017.
- 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.