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 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

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

Midwest Trust's IJS Position: Q2 2026 in Review

Midwest Trust reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.6% in Q2 2026, selling an estimated $48.4K and leaving 23,014 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #253.

Midwest Trust first reported a position in IJS in Q2 2025 and has held it in 5 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Midwest Trust held 23,014 shares of iShares S&P Small-Cap 600 Value ETF worth $3.15M as of Q2 2026.
Midwest Trust sold 375 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $48.4K.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #253 holding.
Midwest Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.