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Mount Yale Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$1.57M Buy
+13,245
New +$1.6M 0.04% 424
2022
Q3 		– Sell
-9,752
Closed -$868K – 462
2022
Q2 		$868K Buy
+9,752
New +$935K 0.11% 186

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Mount Yale Investment Advisors's IJS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026: 13,245 shares worth $1.57M. The stake represents 0.04% of the portfolio and ranks #424 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IJS as recently as Q2 2022.

Mount Yale Investment Advisors first reported a position in IJS in Q2 2022 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Mount Yale Investment Advisors held 13,245 shares of iShares S&P Small-Cap 600 Value ETF worth $1.57M as of Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #424 holding.
  • Mount Yale Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 2 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.