PKS Advisory Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

PKS Advisory 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	$2.22M	Buy	16,230 +1,056	+7%	+$136K	0.35%	59
2026 Q1	$1.8M	Sell	15,174 -305	-2%	-$36.8K	0.42%	50
2025 Q4	$1.76M	Buy	15,479 +300	+2%	+$33.6K	0.4%	49
2025 Q3	$1.68M	Buy	15,179 +501	+3%	+$53.2K	0.35%	53
2025 Q2	$1.46M	Buy	14,678 +287	+2%	+$27.1K	0.36%	56
2025 Q1	$1.4M	Buy	14,391 +585	+4%	+$61.7K	0.38%	53
2024 Q4	$1.5M	Buy	+13,806	New	+$1.53M	0.38%	45

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

PKS Advisory Services's IJS Position: Q2 2026 in Review

PKS Advisory Services increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 7% in Q2 2026, buying an estimated $136K and bringing the position to 16,230 shares worth $2.22M. The position accounts for 0.35% of the portfolio, ranked #59.

PKS Advisory Services first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

PKS Advisory Services held 16,230 shares of iShares S&P Small-Cap 600 Value ETF worth $2.22M as of Q2 2026.
PKS Advisory Services bought 1,056 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $136K.
iShares S&P Small-Cap 600 Value ETF made up 0.35% of PKS Advisory Services's portfolio in Q2 2026, its #59 holding.
PKS Advisory Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.