MSH Capital Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

MSH Capital 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	$3.26M	Buy	23,835 +436	+2%	+$56.2K	0.57%	51
2026 Q1	$2.77M	Sell	23,399 -170	-0.7%	-$20.5K	0.59%	44
2025 Q4	$2.68M	Hold	23,569	–	–	0.57%	46
2025 Q3	$2.61M	Sell	23,569 -1,467	-6%	-$156K	0.7%	38
2025 Q2	$2.49M	Buy	25,036 +290	+1%	+$27.4K	0.72%	41
2025 Q1	$2.41M	Hold	24,746	–	–	0.75%	39
2024 Q4	$2.69M	Buy	24,746 +2,995	+14%	+$332K	0.85%	33
2024 Q3	$2.34M	Buy	21,751 +610	+3%	+$63.4K	0.72%	40
2024 Q2	$2.06M	Buy	21,141 +355	+2%	+$34.9K	0.69%	47
2024 Q1	$2.14M	Buy	20,786 +1,523	+8%	+$151K	0.75%	42
2023 Q4	$1.99M	Buy	19,263 +280	+1%	+$25.5K	0.74%	42
2023 Q3	$1.69M	Buy	18,983 +420	+2%	+$40K	0.66%	51
2023 Q2	$1.77M	Buy	18,563 +505	+3%	+$46.2K	0.65%	51
2023 Q1	$1.69M	Buy	18,058 +407	+2%	+$39.8K	0.72%	45
2022 Q4	$1.61M	Buy	17,651 +107	+0.6%	+$9.85K	0.73%	44
2022 Q3	$1.45M	Buy	17,544 +400	+2%	+$37K	0.71%	49
2022 Q2	$1.53M	Buy	17,144 +90	+0.5%	+$8.63K	0.71%	48
2022 Q1	$1.75M	Buy	17,054 +458	+3%	+$46.7K	0.72%	43
2021 Q4	$1.73M	Buy	+16,596	New	+$1.74M	0.78%	44

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

MSH Capital Advisors's IJS Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.9% in Q2 2026, buying an estimated $56.2K and bringing the position to 23,835 shares worth $3.26M. The position accounts for 0.57% of the portfolio, ranked #51.

MSH Capital Advisors first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

MSH Capital Advisors held 23,835 shares of iShares S&P Small-Cap 600 Value ETF worth $3.26M as of Q2 2026.
MSH Capital Advisors bought 436 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $56.2K.
iShares S&P Small-Cap 600 Value ETF made up 0.57% of MSH Capital Advisors's portfolio in Q2 2026, its #51 holding.
MSH Capital Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.