Mullaney, Keating & Wright’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mullaney, Keating & Wright’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	$303K	Sell	2,218 -68	-3%	-$8.77K	0.15%	58
2026 Q1	$271K	Sell	2,286 -45	-2%	-$5.44K	0.15%	60
2025 Q4	$265K	Sell	2,331 -283	-11%	-$31.7K	0.14%	59
2025 Q3	$289K	Buy	2,614 +7	+0.3%	+$743	0.16%	52
2025 Q2	$259K	Sell	2,607 -127	-5%	-$12K	0.17%	52
2025 Q1	$267K	Sell	2,734 -8	-0.3%	-$844	0.18%	49
2024 Q4	$298K	Buy	2,742 +53	+2%	+$5.87K	0.2%	47
2024 Q3	$290K	Buy	2,689 +22	+0.8%	+$2.29K	0.2%	46
2024 Q2	$259K	Buy	+2,667	New	+$262K	0.2%	46

Other funds holding IJS

Evanson Financial Mclean, Virginia $2.04B AUM

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

First County Bank Stamford, Connecticut $213M AUM 31.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return