MFC
IJS icon

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

Mechanics Financial Corp’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 		$352K Hold
2,576
– – 0.13% 98
2026
Q1 		$305K Hold
2,576
– – 0.13% 99
2025
Q4 		$293K Hold
2,576
– – 0.11% 95
2025
Q3 		$285K Hold
2,576
– – 0.11% 99
2025
Q2 		$256K Hold
2,576
– – 0.11% 102
2025
Q1 		$251K Hold
2,576
– – 0.11% 101
2024
Q4 		$280K Hold
2,576
– – 0.13% 93
2024
Q3 		$277K Hold
2,576
– – 0.12% 95
2024
Q2 		$251K Sell
2,576
-418
-14% -$41.1K 0.13% 100
2024
Q1 		$308K Hold
2,994
– – 0.16% 93
2023
Q4 		$309K Sell
2,994
-230
-7% -$21K 0.17% 87
2023
Q3 		$288K Hold
3,224
– – 0.16% 85
2023
Q2 		$307K Hold
3,224
– – 0.17% 88
2023
Q1 		$302K Hold
3,224
– – 0.18% 92
2022
Q4 		$294K Hold
3,224
– – 0.18% 98
2022
Q3 		$266K Hold
3,224
– – 0.17% 96
2022
Q2 		$287K Hold
3,224
– – 0.17% 91
2022
Q1 		$330K Hold
3,224
– – 0.17% 91
2021
Q4 		$337K Buy
+3,224
New +$338K 0.16% 94

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

Mechanics Financial Corp's IJS Position: Q2 2026 in Review

Mechanics Financial Corp held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,576 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #98.

Mechanics Financial Corp first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Mechanics Financial Corp held 2,576 shares of iShares S&P Small-Cap 600 Value ETF worth $352K as of Q2 2026.
  • Mechanics Financial Corp 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 0.13% of Mechanics Financial Corp's portfolio in Q2 2026, its #98 holding.
  • Mechanics Financial Corp first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.