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 Q2	$312K	Sell	2,286 -414	-15%	-$53.4K	0.02%	125
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 $1.89T 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

Koss-Olinger Consulting's IJS Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 15% in Q2 2026, selling an estimated $53.4K and leaving 2,286 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #125.

Koss-Olinger Consulting first reported a position in IJS in Q4 2022 and has held it in 13 quarters since. The position peaked at $330K in Q2 2025. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Koss-Olinger Consulting held 2,286 shares of iShares S&P Small-Cap 600 Value ETF worth $312K as of Q2 2026.
Koss-Olinger Consulting sold 414 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $53.4K.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #125 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 13 quarters since.
Koss-Olinger Consulting's iShares S&P Small-Cap 600 Value ETF position peaked at $330K in Q2 2025.
889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.