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

LVW 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	$230K	Buy	+1,686	New	+$217K	0.02%	411

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVW Advisors's IJS Position: Q2 2026 in Review

LVW Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,686 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings.

402 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

LVW Advisors held 1,686 shares of iShares S&P Small-Cap 600 Value ETF worth $230K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new LVW Advisors position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #411 holding.
402 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.