Midwest Trust
IJS icon

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

Midwest Trust’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
Q3 		$2.82M Sell
22,027
-987
-4% -$134K 0.03% 257
2026
Q2 		$3.15M Sell
23,014
-375
-2% -$48.4K 0.04% 253
2026
Q1 		$2.77M Buy
23,389
+708
+3% +$85.5K 0.03% 257
2025
Q4 		$2.58M Sell
22,681
-106
-0.5% -$11.9K 0.03% 255
2025
Q3 		$2.52M Sell
22,787
-826
-3% -$87.7K 0.03% 262
2025
Q2 		$2.35M Buy
+23,613
New +$2.23M 0.03% 270

Other funds holding IJS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Midwest Trust's IJS Position: Q3 2026 in Review

Midwest Trust reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.3% in Q3 2026, selling an estimated $134K and leaving 22,027 shares worth $2.82M. The position accounts for 0.03% of the portfolio, ranked #257.

Midwest Trust first reported a position in IJS in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.15M in Q2 2026. 599 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Midwest Trust held 22,027 shares of iShares S&P Small-Cap 600 Value ETF worth $2.82M as of Q3 2026.
  • Midwest Trust sold 987 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $134K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of Midwest Trust's portfolio in Q3 2026, its #257 holding.
  • Midwest Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's iShares S&P Small-Cap 600 Value ETF position peaked at $3.15M in Q2 2026.
  • 599 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.