Patton Albertson Miller Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Patton Albertson Miller 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 Q2	$896K	Hold	6,552	–	–	0.09%	129
2026 Q1	$776K	Buy	6,552 +562	+9%	+$67.9K	0.09%	128
2025 Q4	$681K	Hold	5,990	–	–	0.08%	141
2025 Q3	$662K	Hold	5,990	–	–	0.08%	134
2025 Q2	$596K	Hold	5,990	–	–	0.08%	138
2025 Q1	$584K	Hold	5,990	–	–	0.09%	140
2024 Q4	$651K	Hold	5,990	–	–	0.09%	134
2024 Q3	$645K	Hold	5,990	–	–	0.09%	136
2024 Q2	$583K	Hold	5,990	–	–	0.08%	134
2024 Q1	$616K	Hold	5,990	–	–	0.09%	131
2023 Q4	$617K	Hold	5,990	–	–	0.1%	136
2023 Q3	$534K	Hold	5,990	–	–	0.1%	144
2023 Q2	$570K	Sell	5,990 -224	-4%	-$20.5K	0.11%	142
2023 Q1	$582K	Hold	6,214	–	–	0.11%	151
2022 Q4	$567K	Hold	6,214	–	–	0.1%	150
2022 Q3	$512K	Hold	6,214	–	–	0.11%	150
2022 Q2	$553K	Hold	6,214	–	–	0.11%	153
2022 Q1	$636K	Hold	6,214	–	–	0.11%	159
2021 Q4	$649K	Hold	6,214	–	–	0.11%	160
2021 Q3	$626K	Hold	6,214	–	–	0.12%	157
2021 Q2	$655K	Hold	6,214	–	–	0.15%	125
2021 Q1	$626K	Hold	6,214	–	–	0.15%	125
2020 Q4	$583K	Sell	6,214 -180	-3%	-$13.1K	0.14%	131
2020 Q3	$391K	Buy	6,394 +2	+0%	+$126	0.11%	157
2020 Q2	$385K	Buy	6,392 +402	+7%	+$22.5K	0.11%	160
2020 Q1	$299K	Hold	5,990	–	–	0.1%	175
2019 Q4	$482K	Hold	5,990	–	–	0.13%	165
2019 Q3	$450K	Hold	5,990	–	–	0.13%	171
2019 Q2	$433K	Hold	5,990	–	–	0.13%	167
2019 Q1	$442K	Hold	5,990	–	–	0.22%	87
2018 Q4	$447K	Hold	5,990	–	–	0.24%	92
2018 Q3	$438K	Hold	5,990	–	–	0.22%	98
2018 Q2	$489K	Buy	+5,990	New	+$479K	0.25%	95

Other funds holding IJS

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

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Patton Albertson Miller Group's IJS Position: Q2 2026 in Review

Patton Albertson Miller Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 6,552 shares worth $896K. The position accounts for 0.09% of the portfolio, ranked #129.

Patton Albertson Miller Group first reported a position in IJS in Q2 2018 and has held it in 33 quarters since. 379 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Patton Albertson Miller Group held 6,552 shares of iShares S&P Small-Cap 600 Value ETF worth $896K as of Q2 2026.
Patton Albertson Miller Group 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 0.09% of Patton Albertson Miller Group's portfolio in Q2 2026, its #129 holding.
Patton Albertson Miller Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2018 and has held it in 33 quarters since.
379 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.