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NorthAvenue LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

NorthAvenue LLC’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 		$13.9K Hold
102
– – 0.01% 127
2026
Q1 		$12.1K Hold
102
– – 0.01% 119
2025
Q4 		$11.6K Buy
+102
New +$11.4K 0.01% 121

Other funds holding IJS

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

NorthAvenue LLC's IJS Position: Q2 2026 in Review

NorthAvenue LLC held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 102 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #127.

NorthAvenue LLC first reported a position in IJS in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • NorthAvenue LLC held 102 shares of iShares S&P Small-Cap 600 Value ETF worth $13.9K as of Q2 2026.
  • NorthAvenue LLC 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 NorthAvenue LLC's portfolio in Q2 2026, its #127 holding.
  • NorthAvenue LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.