MFG
IJS icon

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

Mainsail 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
Q2 		$2.57M Sell
18,808
-12,450
-40% -$1.61M 0.87% 27
2026
Q1 		$3.7M Sell
31,258
-276
-0.9% -$33.3K 1.54% 21
2025
Q4 		$3.59M Buy
31,534
+962
+3% +$108K 1.49% 21
2025
Q3 		$3.38M Buy
30,572
+859
+3% +$91.2K 1.45% 23
2025
Q2 		$3.01M Buy
29,713
+966
+3% +$91.2K 1.4% 24
2025
Q1 		$2.8M Buy
28,747
+1,299
+5% +$137K 1.59% 22
2024
Q4 		$2.98M Buy
27,448
+1,325
+5% +$147K 1.73% 21
2024
Q3 		$2.75M Sell
26,123
-1,302
-5% -$135K 1.63% 22
2024
Q2 		$2.67M Buy
27,425
+4,837
+21% +$475K 1.57% 22
2024
Q1 		$2.32M Buy
22,588
+308
+1% +$30.6K 1.6% 23
2023
Q4 		$2.14M Buy
22,280
+1,438
+7% +$131K 1.66% 22
2023
Q3 		$1.83M Buy
20,842
+1,491
+8% +$142K 1.66% 22
2023
Q2 		$1.84M Buy
19,351
+301
+2% +$27.5K 1.72% 22
2023
Q1 		$1.76M Sell
19,050
-6,169
-24% -$603K 1.71% 22
2022
Q4 		$2.4M Buy
+25,219
New +$2.32M 2.44% 17

Other funds holding IJS

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

Mainsail Financial Group's IJS Position: Q2 2026 in Review

Mainsail Financial Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 40% in Q2 2026, selling an estimated $1.61M and leaving 18,808 shares worth $2.57M. The position accounts for 0.87% of the portfolio, ranked #27.

Mainsail Financial Group first reported a position in IJS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.7M in Q1 2026. 228 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Mainsail Financial Group held 18,808 shares of iShares S&P Small-Cap 600 Value ETF worth $2.57M as of Q2 2026.
  • Mainsail Financial Group sold 12,450 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.61M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.87% of Mainsail Financial Group's portfolio in Q2 2026, its #27 holding.
  • Mainsail Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Mainsail Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $3.7M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.