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Larson Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Larson Financial Group’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 		$2.17M Sell
18,300
-1,276
-7% -$154K 0.07% 223
2025
Q4 		$2.23M Sell
19,576
-32
-0.2% -$3.59K 0.07% 219
2025
Q3 		$2.17M Sell
19,608
-298
-1% -$31.6K 0.08% 212
2025
Q2 		$1.98M Sell
19,906
-1,998
-9% -$189K 0.08% 214
2025
Q1 		$2.14M Sell
21,904
-456
-2% -$48.1K 0.1% 178
2024
Q4 		$2.43M Sell
22,360
-4,494
-17% -$498K 0.13% 145
2024
Q3 		$2.89M Sell
26,854
-20,303
-43% -$2.11M 0.16% 115
2024
Q2 		$4.59M Sell
47,157
-700
-1% -$68.8K 0.31% 59
2024
Q1 		$4.92M Buy
47,857
+23,681
+98% +$2.35M 0.38% 50
2023
Q4 		$2.49M Sell
24,176
-24,211
-50% -$2.21M 0.22% 84
2023
Q3 		$4.32M Sell
48,387
-90
-0.2% -$8.57K 0.42% 49
2023
Q2 		$4.61M Sell
48,477
-256
-0.5% -$23.4K 0.46% 46
2023
Q1 		$4.56M Sell
48,733
-476
-1% -$46.5K 0.5% 40
2022
Q4 		$4.49M Buy
49,209
+24,237
+97% +$2.23M 0.54% 39
2022
Q3 		$2.06M Sell
24,972
-723
-3% -$66.9K 0.29% 57
2022
Q2 		$2.29M Sell
25,695
-696
-3% -$66.7K 0.4% 42
2022
Q1 		$2.7M Sell
26,391
-624
-2% -$63.6K 0.43% 42
2021
Q4 		$2.82M Sell
27,015
-1,205
-4% -$126K 0.45% 43
2021
Q3 		$2.84M Sell
28,220
-747
-3% -$75.4K 0.56% 34
2021
Q2 		$3.05M Sell
28,967
-1,238
-4% -$129K 0.71% 27
2021
Q1 		$3.04M Sell
30,205
-3,843
-11% -$364K 0.9% 23
2020
Q4 		$2.77M Sell
34,048
-7,356
-18% -$535K 0.94% 26
2020
Q3 		$2.53M Sell
41,404
-25,974
-39% -$1.63M 1.04% 25
2020
Q2 		$4.05M Buy
67,378
+16,320
+32% +$915K 1.93% 17
2020
Q1 		$2.55M Buy
51,058
+31,750
+164% +$2.2M 1.6% 19
2019
Q4 		$1.55M Sell
19,308
-248
-1% -$19.2K 0.89% 21
2019
Q3 		$1.47M Sell
19,556
-1,172
-6% -$86.1K 0.96% 22
2019
Q2 		$1.54M Buy
20,728
+650
+3% +$48.2K 1.14% 18
2019
Q1 		$1.48M Buy
20,078
+398
+2% +$29.4K 1.17% 18
2018
Q4 		$1.3M Buy
+19,680
New +$1.46M 1.2% 19
2018
Q1 		– Sell
-30,604
Closed -$2.35M – 56
2017
Q4 		$2.35M Buy
+30,604
New +$2.3M 1.97% 13

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

Larson Financial Group's IJS Position: Q1 2026 in Review

Larson Financial Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.5% in Q1 2026, selling an estimated $154K and leaving 18,300 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #223.

Larson Financial Group first reported a position in IJS in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.92M in Q1 2024. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Larson Financial Group held 18,300 shares of iShares S&P Small-Cap 600 Value ETF worth $2.17M as of Q1 2026.
  • Larson Financial Group sold 1,276 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $154K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.07% of Larson Financial Group's portfolio in Q1 2026, its #223 holding.
  • Larson Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 31 quarters since.
  • Larson Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $4.92M in Q1 2024.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.