MTM Investment Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

MTM Investment Management’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	$12.3K	Hold	90	–	–	﹤0.01%	501
2026 Q1	$10.7K	Hold	90	–	–	﹤0.01%	513
2025 Q4	$10.2K	Hold	90	–	–	﹤0.01%	524
2025 Q3	$9.95K	Hold	90	–	–	﹤0.01%	535
2025 Q2	$8.95K	Hold	90	–	–	﹤0.01%	548
2025 Q1	$8.79K	Hold	90	–	–	﹤0.01%	256
2024 Q4	$9.78K	Hold	90	–	–	﹤0.01%	248
2024 Q3	$9.55K	Hold	90	–	–	﹤0.01%	251
2024 Q2	$8.75K	Hold	90	–	–	﹤0.01%	246
2024 Q1	$9.25K	Hold	90	–	–	﹤0.01%	261
2023 Q4	$9.28K	Hold	90	–	–	﹤0.01%	240
2023 Q3	$8.03K	Hold	90	–	–	﹤0.01%	234
2023 Q2	$8.56K	Hold	90	–	–	﹤0.01%	244
2023 Q1	$8.42K	Hold	90	–	–	﹤0.01%	245
2022 Q4	$8.22K	Hold	90	–	–	﹤0.01%	247
2022 Q3	$7K	Hold	90	–	–	﹤0.01%	244
2022 Q2	$8K	Hold	90	–	–	﹤0.01%	250
2022 Q1	$9K	Hold	90	–	–	﹤0.01%	262
2021 Q4	$9K	Hold	90	–	–	﹤0.01%	266
2021 Q3	$9K	Hold	90	–	–	﹤0.01%	246
2021 Q2	$9K	Hold	90	–	–	﹤0.01%	241
2021 Q1	$9K	Hold	90	–	–	0.01%	233
2020 Q4	$7K	Buy	+90	New	+$6.54K	﹤0.01%	214

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

MTM Investment Management's IJS Position: Q2 2026 in Review

MTM Investment Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 90 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

MTM Investment Management first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

MTM Investment Management held 90 shares of iShares S&P Small-Cap 600 Value ETF worth $12.3K as of Q2 2026.
MTM Investment Management 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 MTM Investment Management's portfolio in Q2 2026, its #501 holding.
MTM Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 23 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.