Novak & Powell Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Novak & Powell Financial 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	$2.31M	Sell	16,889 -178	-1%	-$23K	1.09%	21
2026 Q1	$2.02M	Buy	17,067 +10,145	+147%	+$1.23M	1.09%	21
2025 Q4	$787K	Sell	6,922 -10,468	-60%	-$1.17M	0.41%	52
2025 Q3	$1.92M	Buy	17,390 +10,478	+152%	+$1.11M	1.01%	21
2025 Q2	$688K	Sell	6,912 -23	-0.3%	-$2.17K	0.48%	47
2025 Q1	$676K	Sell	6,935 -1,184	-15%	-$125K	0.42%	55
2024 Q4	$882K	Sell	8,119 -10,813	-57%	-$1.2M	0.53%	44
2024 Q3	$2.04M	Buy	18,932 +6	+0%	+$623	1.18%	19
2024 Q2	$1.84M	Buy	18,926 +10,794	+133%	+$1.06M	1.14%	20
2024 Q1	$836K	Sell	8,132 -10,488	-56%	-$1.04M	0.63%	41
2023 Q4	$1.92M	Buy	+18,620	New	+$1.7M	1.28%	18

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

Novak & Powell Financial Services's IJS Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1% in Q2 2026, selling an estimated $23K and leaving 16,889 shares worth $2.31M. The position accounts for 1.09% of the portfolio, ranked #21.

Novak & Powell Financial Services first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 887 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Novak & Powell Financial Services held 16,889 shares of iShares S&P Small-Cap 600 Value ETF worth $2.31M as of Q2 2026.
Novak & Powell Financial Services sold 178 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $23K.
iShares S&P Small-Cap 600 Value ETF made up 1.09% of Novak & Powell Financial Services's portfolio in Q2 2026, its #21 holding.
Novak & Powell Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
887 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.