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

Millstone Evans 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	$53K	Hold	388	–	–	0.03%	333
2026 Q1	$46K	Hold	388	–	–	0.03%	342
2025 Q4	$44.1K	Hold	388	–	–	0.03%	345
2025 Q3	$42.9K	Hold	388	–	–	0.03%	335
2025 Q2	$38.6K	Hold	388	–	–	0.03%	350
2025 Q1	$37.8K	Buy	388 +86	+28%	+$9.07K	0.03%	343
2024 Q4	$32.8K	Buy	+302	New	+$33.5K	0.02%	358

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

Millstone Evans Group's IJS Position: Q2 2026 in Review

Millstone Evans Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 388 shares worth $53K. The position accounts for 0.03% of the portfolio, ranked #333.

Millstone Evans Group first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Millstone Evans Group held 388 shares of iShares S&P Small-Cap 600 Value ETF worth $53K as of Q2 2026.
Millstone Evans Group 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 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #333 holding.
Millstone Evans Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.