Moisand Fitzgerald Tamayo’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Moisand Fitzgerald Tamayo’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	$113K	Hold	829	–	–	0.01%	153
2026 Q1	$98.2K	Buy	829 +32	+4%	+$3.87K	0.01%	152
2025 Q4	$90.6K	Buy	797 +106	+15%	+$11.9K	0.01%	156
2025 Q3	$76.4K	Hold	691	–	–	0.01%	164
2025 Q2	$68.8K	Hold	691	–	–	0.01%	167
2025 Q1	$67.4K	Hold	691	–	–	0.01%	166
2024 Q4	$75K	Hold	691	–	–	0.01%	160
2024 Q3	$74.4K	Sell	691 -12	-2%	-$1.25K	0.01%	165
2024 Q2	$68.4K	Sell	703 -42	-6%	-$4.13K	0.01%	155
2024 Q1	$76.5K	Sell	745 -81	-10%	-$8.04K	0.01%	150
2023 Q4	$85.1K	Buy	826 +59	+8%	+$5.38K	0.01%	139
2023 Q3	$68.4K	Sell	767 -762	-50%	-$72.6K	0.01%	155
2023 Q2	$145K	Sell	1,529 -35	-2%	-$3.2K	0.03%	112
2023 Q1	$146K	Sell	1,564 -20	-1%	-$1.95K	0.03%	113
2022 Q4	$145K	Buy	1,584 +2	+0.1%	+$184	0.03%	110
2022 Q3	$130K	Sell	1,582 -378	-19%	-$35K	0.04%	111
2022 Q2	$174K	Buy	1,960 +882	+82%	+$84.6K	0.05%	102
2022 Q1	$110K	Sell	1,078 -993	-48%	-$101K	0.05%	82
2021 Q4	$216K	Sell	2,071 -39	-2%	-$4.09K	0.06%	87
2021 Q3	$212K	Buy	2,110 +6	+0.3%	+$606	0.07%	85
2021 Q2	$222K	Sell	2,104 -24	-1%	-$2.51K	0.08%	81
2021 Q1	$214K	Buy	2,128 +2	+0.1%	+$189	0.09%	78
2020 Q4	$173K	Sell	2,126 -108	-5%	-$7.85K	0.08%	80
2020 Q3	$137K	Buy	2,234 +4	+0.2%	+$251	0.07%	81
2020 Q2	$134K	Sell	2,230 -204	-8%	-$11.4K	0.07%	79
2020 Q1	$122K	Sell	2,434 -454	-16%	-$31.5K	0.08%	79
2019 Q4	$232K	Buy	2,888 +2	+0.1%	+$155	0.12%	73
2019 Q3	$217K	Buy	2,886 +54	+2%	+$3.97K	0.12%	73
2019 Q2	$210K	Sell	2,832 -676	-19%	-$50.1K	0.11%	73
2019 Q1	$259K	Buy	3,508 +18	+0.5%	+$1.33K	0.14%	68
2018 Q4	$230K	Buy	3,490 +310	+10%	+$23K	0.14%	68
2018 Q3	$265K	Sell	3,180 -166	-5%	-$14K	0.15%	67
2018 Q2	$273K	Hold	3,346	–	–	0.16%	63
2018 Q1	$252K	Buy	3,346 +8	+0.2%	+$615	0.15%	67
2017 Q4	$256K	Sell	3,338 -14	-0.4%	-$1.05K	0.15%	58
2017 Q3	$249K	Sell	3,352 -188	-5%	-$13.1K	0.15%	60
2017 Q2	$248K	Hold	3,540	–	–	0.17%	56
2017 Q1	$245K	Sell	3,540 -692	-16%	-$48.2K	0.17%	55
2016 Q4	$296K	Sell	4,232 -32	-0.8%	-$2.1K	0.22%	47
2016 Q3	$266K	Buy	4,264 +8	+0.2%	+$491	0.2%	51
2016 Q2	$249K	Sell	4,256 -734	-15%	-$42.1K	0.2%	48
2016 Q1	$283K	Buy	4,990 +332	+7%	+$17.2K	0.23%	45
2015 Q4	$252K	Buy	+4,658	New	+$258K	0.22%	47

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

Moisand Fitzgerald Tamayo's IJS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 829 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #153.

Moisand Fitzgerald Tamayo first reported a position in IJS in Q4 2015 and has held it in 43 quarters since. The position peaked at $296K in Q4 2016. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Moisand Fitzgerald Tamayo held 829 shares of iShares S&P Small-Cap 600 Value ETF worth $113K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #153 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2015 and has held it in 43 quarters since.
Moisand Fitzgerald Tamayo's iShares S&P Small-Cap 600 Value ETF position peaked at $296K in Q4 2016.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.