Panoramic Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Panoramic Investment Advisors’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	$314K	Hold	2,295	–	–	0.15%	108
2026 Q1	$272K	Buy	2,295 +250	+12%	+$30.2K	0.15%	108
2025 Q4	$233K	Sell	2,045 -300	-13%	-$33.6K	0.13%	114
2025 Q3	$259K	Hold	2,345	–	–	0.15%	104
2025 Q2	$233K	Sell	2,345 -3,135	-57%	-$296K	0.14%	106
2025 Q1	$534K	Hold	5,480	–	–	0.36%	62
2024 Q4	$595K	Buy	5,480 +500	+10%	+$55.4K	0.39%	59
2024 Q3	$536K	Buy	+4,980	New	+$517K	0.37%	62
2024 Q1	$553K	Buy	5,380 +2,225	+71%	+$221K	0.41%	55
2023 Q4	$325K	Hold	3,155	–	–	0.28%	72
2023 Q3	$281K	Buy	+3,155	New	+$300K	0.26%	77

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

Panoramic Investment Advisors's IJS Position: Q2 2026 in Review

Panoramic Investment Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,295 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #108.

Panoramic Investment Advisors first reported a position in IJS in Q3 2023 and has held it in 11 quarters since. The position peaked at $595K in Q4 2024. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Panoramic Investment Advisors held 2,295 shares of iShares S&P Small-Cap 600 Value ETF worth $314K as of Q2 2026.
Panoramic Investment Advisors 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 0.15% of Panoramic Investment Advisors's portfolio in Q2 2026, its #108 holding.
Panoramic Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2023 and has held it in 11 quarters since.
Panoramic Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $595K in Q4 2024.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.