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

Missouri Trust & Investment Company’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 		– Sell
-300
Closed -$35.5K – 253
2026
Q1 		$35.5K Hold
300
– – 0.01% 255
2025
Q4 		$34.1K Hold
300
– – 0.01% 251
2025
Q3 		$33.2K Hold
300
– – 0.01% 253
2025
Q2 		$29.8K Hold
300
– – 0.01% 243
2025
Q1 		$29.2K Hold
300
– – 0.01% 240
2024
Q4 		$32.6K Hold
300
– – 0.01% 242
2024
Q3 		$32.3K Hold
300
– – 0.01% 242
2024
Q2 		$29.2K Sell
300
-75
-20% -$7.37K 0.01% 243
2024
Q1 		$38.5K Hold
375
– – 0.01% 229
2023
Q4 		$38.7K Hold
375
– – 0.02% 215
2023
Q3 		$33.5K Sell
375
-100
-21% -$9.52K 0.02% 216
2023
Q2 		$45.2K Sell
475
-175
-27% -$16K 0.03% 197
2023
Q1 		$60.8K Hold
650
– – 0.04% 154
2022
Q4 		$59K Hold
650
– – 0.04% 164
2022
Q3 		$54K Hold
650
– – 0.04% 164
2022
Q2 		$58K Hold
650
– – 0.04% 163
2022
Q1 		$67K Hold
650
– – 0.04% 166
2021
Q4 		$68K Buy
+650
New +$68.1K 0.04% 170

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

Missouri Trust & Investment Company's IJS Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 300 shares — an estimated $35.5K sold.

Missouri Trust & Investment Company first reported a position in IJS in Q4 2021 and held it in 18 quarters. The position peaked at $68K in Q4 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Missouri Trust & Investment Company reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 300 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $35.5K.
  • Missouri Trust & Investment Company first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 18 quarters.
  • Missouri Trust & Investment Company's iShares S&P Small-Cap 600 Value ETF position peaked at $68K in Q4 2021.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.