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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
Q2 		$301K Sell
2,205
-11,040
-83% -$1.42M 0.01% 975
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 $1.89T 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

Mount Yale Investment Advisors's IJS Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 83% in Q2 2026, selling an estimated $1.42M and leaving 2,205 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #975.

Mount Yale Investment Advisors first reported a position in IJS in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.57M in Q1 2026. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Mount Yale Investment Advisors held 2,205 shares of iShares S&P Small-Cap 600 Value ETF worth $301K as of Q2 2026.
  • Mount Yale Investment Advisors sold 11,040 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.42M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #975 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 3 quarters since.
  • Mount Yale Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.57M in Q1 2026.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.