Koss-Olinger Consulting’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Koss-Olinger Consulting’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 Q1	$320K	Sell	2,700 -165	-6%	-$19.9K	0.03%	198
2025 Q4	$326K	Sell	2,865 -455	-14%	-$51K	0.03%	216
2025 Q3	$330K	Hold	3,320	–	–	0.03%	253
2025 Q2	$330K	Buy	3,320 +564	+20%	+$53.3K	0.03%	254
2025 Q1	$269K	Buy	+2,756	New	+$291K	0.02%	263
2024 Q4	–	Sell	-2,632	Closed	-$283K	–	237
2024 Q3	$283K	Buy	2,632 +4	+0.2%	+$415	0.02%	233
2024 Q2	$256K	Buy	+2,628	New	+$258K	0.02%	227
2024 Q1	–	Sell	-2,620	Closed	-$270K	–	167
2023 Q4	$270K	Buy	2,620 +63	+2%	+$5.74K	0.03%	251
2023 Q3	$228K	Buy	2,557 +23	+0.9%	+$2.19K	0.03%	240
2023 Q2	$241K	Buy	2,534 +4	+0.2%	+$366	0.03%	219
2023 Q1	$237K	Buy	2,530 +4	+0.2%	+$391	0.03%	210
2022 Q4	$231K	Buy	+2,526	New	+$233K	0.03%	193

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Koss-Olinger Consulting's IJS Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.8% in Q1 2026, selling an estimated $19.9K and leaving 2,700 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #198.

Koss-Olinger Consulting first reported a position in IJS in Q4 2022 and has held it in 12 quarters since. The position peaked at $330K in Q2 2025. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Koss-Olinger Consulting held 2,700 shares of iShares S&P Small-Cap 600 Value ETF worth $320K as of Q1 2026.
Koss-Olinger Consulting sold 165 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $19.9K.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q1 2026, its #198 holding.
Koss-Olinger Consulting first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 12 quarters since.
Koss-Olinger Consulting's iShares S&P Small-Cap 600 Value ETF position peaked at $330K in Q2 2025.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.