LFA
IJS icon

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

Longview Financial Advisors’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 		– Sell
-407
Closed -$48.3K – 99
2026
Q1 		$48.3K Buy
+407
New +$49.2K 0.03% 84

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Longview Financial Advisors's IJS Position: Q2 2026 in Review

Longview Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 407 shares — an estimated $48.3K sold.

Longview Financial Advisors first reported a position in IJS in Q1 2026 and held it in 1 quarter. The position peaked at $48.3K in Q1 2026. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Longview Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 407 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $48.3K.
  • Longview Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2026 and held it in 1 quarter.
  • Longview Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $48.3K in Q1 2026.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.