Lowe Brockenbrough & Co’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Lowe Brockenbrough & Co’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	$22.4K	Hold	164	–	–	﹤0.01%	317
2026 Q1	$19.4K	Hold	164	–	–	﹤0.01%	314
2025 Q4	$18.6K	Sell	164 -2,538	-94%	-$284K	﹤0.01%	316
2025 Q3	$299K	Hold	2,702	–	–	0.02%	255
2025 Q2	$269K	Hold	2,702	–	–	0.02%	252
2025 Q1	$263K	Hold	2,702	–	–	0.02%	249
2024 Q4	$293K	Sell	2,702 -100	-4%	-$11.1K	0.02%	239
2024 Q3	$302K	Sell	2,802 -64	-2%	-$6.65K	0.02%	246
2024 Q2	$279K	Hold	2,866	–	–	0.02%	242
2024 Q1	$295K	Buy	2,866 +328	+13%	+$32.6K	0.02%	241
2023 Q4	$262K	Hold	2,538	–	–	0.02%	244
2023 Q3	$228K	Hold	2,538	–	–	0.02%	252
2023 Q2	$241K	Hold	2,538	–	–	0.02%	256
2023 Q1	$238K	Hold	2,538	–	–	0.02%	251
2022 Q4	$232K	Hold	2,538	–	–	0.02%	247
2022 Q3	$209K	Hold	2,538	–	–	0.02%	247
2022 Q2	$226K	Hold	2,538	–	–	0.02%	253
2022 Q1	$260K	Hold	2,538	–	–	0.02%	253
2021 Q4	$265K	Hold	2,538	–	–	0.02%	232
2021 Q3	$256K	Hold	2,538	–	–	0.02%	249
2021 Q2	$268K	Hold	2,538	–	–	0.02%	205
2021 Q1	$256K	Buy	+2,538	New	+$240K	0.02%	205

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

Lowe Brockenbrough & Co's IJS Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 164 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Lowe Brockenbrough & Co first reported a position in IJS in Q1 2021 and has held it in 22 quarters since. The position peaked at $302K in Q3 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Lowe Brockenbrough & Co held 164 shares of iShares S&P Small-Cap 600 Value ETF worth $22.4K as of Q2 2026.
Lowe Brockenbrough & Co 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 Lowe Brockenbrough & Co's portfolio in Q2 2026, its #317 holding.
Lowe Brockenbrough & Co first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 22 quarters since.
Lowe Brockenbrough & Co's iShares S&P Small-Cap 600 Value ETF position peaked at $302K in Q3 2024.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.