Optimist Retirement Group
IJS icon

Optimist Retirement Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Optimist Retirement Group’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
Q3 		$237K Buy
1,850
+8
+0.4% +$1.09K 0.1% 103
2026
Q2 		$252K Buy
1,842
+8
+0.4% +$1.03K 0.1% 105
2026
Q1 		$217K Buy
1,834
+3
+0.2% +$362 0.1% 109
2025
Q4 		$208K Buy
1,831
+9
+0.5% +$1.01K 0.1% 110
2025
Q3 		$202K Buy
+1,822
New +$193K 0.09% 118

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Optimist Retirement Group's IJS Position: Q3 2026 in Review

Optimist Retirement Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.43% in Q3 2026, buying an estimated $1.09K and bringing the position to 1,850 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #103.

Optimist Retirement Group first reported a position in IJS in Q3 2025 and has held it in 5 quarters since. The position peaked at $252K in Q2 2026. 793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Optimist Retirement Group held 1,850 shares of iShares S&P Small-Cap 600 Value ETF worth $237K as of Q3 2026.
  • Optimist Retirement Group bought 8 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $1.09K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Optimist Retirement Group's portfolio in Q3 2026, its #103 holding.
  • Optimist Retirement Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Optimist Retirement Group's iShares S&P Small-Cap 600 Value ETF position peaked at $252K in Q2 2026.
  • 793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.