N.E.W. Advisory Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

N.E.W. Advisory Services’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	$39.6K	Sell	290 -682	-70%	-$88K	﹤0.01%	407
2026 Q1	$115K	Hold	972	–	–	0.01%	269
2025 Q4	$111K	Hold	972	–	–	0.01%	268
2025 Q3	$107K	Hold	972	–	–	0.01%	239
2025 Q2	$96.7K	Hold	972	–	–	0.01%	243
2025 Q1	$94.8K	Buy	+972	New	+$103K	0.01%	285
2022 Q2	–	Sell	-2,010	Closed	-$203K	–	142
2022 Q1	$203K	Buy	+2,010	New	+$205K	0.04%	122
2021 Q2	–	Sell	-2,010	Closed	-$205K	–	138
2021 Q1	$205K	Sell	2,010 -1,310	-39%	-$124K	0.04%	123
2020 Q4	$269K	Buy	+3,320	New	+$241K	0.06%	113

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

N.E.W. Advisory Services's IJS Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 70% in Q2 2026, selling an estimated $88K and leaving 290 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

N.E.W. Advisory Services first reported a position in IJS in Q4 2020 and has held it in 9 quarters since. The position peaked at $269K in Q4 2020. 651 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

N.E.W. Advisory Services held 290 shares of iShares S&P Small-Cap 600 Value ETF worth $39.6K as of Q2 2026.
N.E.W. Advisory Services sold 682 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $88K.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #407 holding.
N.E.W. Advisory Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 9 quarters since.
N.E.W. Advisory Services's iShares S&P Small-Cap 600 Value ETF position peaked at $269K in Q4 2020.
651 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.