JTC Employer Solutions Trustee’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

JTC Employer Solutions Trustee’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	$72K	Hold	526	–	–	0.01%	226
2026 Q1	$62K	Hold	526	–	–	0.01%	229
2025 Q4	$60K	Hold	526	–	–	﹤0.01%	238
2025 Q3	$58K	Hold	526	–	–	0.01%	236
2025 Q2	$52K	Hold	526	–	–	0.01%	233
2025 Q1	$51K	Hold	526	–	–	﹤0.01%	240
2024 Q4	$57K	Hold	526	–	–	﹤0.01%	239
2024 Q3	$57K	Hold	526	–	–	﹤0.01%	241
2024 Q2	$51K	Hold	526	–	–	﹤0.01%	246
2024 Q1	$54K	Hold	526	–	–	﹤0.01%	250
2023 Q4	$55K	Hold	526	–	–	0.01%	245
2023 Q3	$47K	Hold	526	–	–	﹤0.01%	257
2023 Q2	$50K	Hold	526	–	–	﹤0.01%	259
2023 Q1	$49K	Hold	526	–	–	0.01%	263
2022 Q4	$48K	Hold	526	–	–	﹤0.01%	268
2022 Q3	$43K	Hold	526	–	–	0.01%	220
2022 Q2	$47K	Hold	526	–	–	0.01%	195
2022 Q1	$54K	Hold	526	–	–	0.01%	200
2021 Q4	$55K	Hold	526	–	–	0.01%	209
2021 Q3	$53K	Hold	526	–	–	0.01%	212
2021 Q2	$55K	Buy	+526	New	+$55K	0.01%	207

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

JTC Employer Solutions Trustee's IJS Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 526 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #226.

JTC Employer Solutions Trustee first reported a position in IJS in Q2 2021 and has held it in 21 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

JTC Employer Solutions Trustee held 526 shares of iShares S&P Small-Cap 600 Value ETF worth $72K as of Q2 2026.
JTC Employer Solutions Trustee left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #226 holding.
JTC Employer Solutions Trustee first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2021 and has held it in 21 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.