Plante Moran Financial Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Plante Moran Financial 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	$682K	Hold	4,987	–	–	0.03%	75
2026 Q1	$591K	Buy	4,987 +1,253	+34%	+$151K	0.04%	80
2025 Q4	$425K	Buy	3,734 +1,878	+101%	+$210K	0.03%	106
2025 Q3	$205K	Hold	1,856	–	–	0.01%	167
2025 Q2	$185K	Hold	1,856	–	–	0.01%	168
2025 Q1	$181K	Hold	1,856	–	–	0.02%	179
2024 Q4	$202K	Buy	1,856 +319	+21%	+$35.4K	0.02%	171
2024 Q3	$165K	Buy	1,537 +43	+3%	+$4.47K	0.01%	201
2024 Q2	$145K	Sell	1,494 -130	-8%	-$12.8K	0.01%	202
2024 Q1	$167K	Hold	1,624	–	–	0.02%	185
2023 Q4	$167K	Hold	1,624	–	–	0.02%	189
2023 Q3	$145K	Sell	1,624 -111	-6%	-$10.6K	0.02%	187
2023 Q2	$165K	Buy	1,735 +111	+7%	+$10.1K	0.02%	180
2023 Q1	$152K	Sell	1,624 -6	-0.4%	-$586	0.02%	173
2022 Q4	$149K	Sell	1,630 -156	-9%	-$14.4K	0.02%	183
2022 Q3	$147K	Sell	1,786 -47	-3%	-$4.35K	0.03%	171
2022 Q2	$163K	Buy	1,833 +47	+3%	+$4.51K	0.03%	167
2022 Q1	$183K	Hold	1,786	–	–	0.03%	171
2021 Q4	$187K	Hold	1,786	–	–	0.03%	189
2021 Q3	$180K	Hold	1,786	–	–	0.04%	199
2021 Q2	$188K	Hold	1,786	–	–	0.05%	182
2021 Q1	$180K	Buy	1,786 +122	+7%	+$11.5K	0.05%	184
2020 Q4	$135K	Hold	1,664	–	–	0.04%	213
2020 Q3	$102K	Hold	1,664	–	–	0.04%	235
2020 Q2	$100K	Hold	1,664	–	–	0.04%	209
2020 Q1	$83K	Sell	1,664 -850	-34%	-$58.9K	0.04%	209
2019 Q4	$202K	Sell	2,514 -1,356	-35%	-$105K	0.07%	149
2019 Q3	$291K	Buy	3,870 +1,294	+50%	+$95.1K	0.08%	124
2019 Q2	$191K	Sell	2,576 -23,152	-90%	-$1.72M	0.06%	154
2019 Q1	$1.9M	Hold	25,728	–	–	0.59%	23
2018 Q4	$1.7M	Sell	25,728 -5,472	-18%	-$406K	0.59%	22
2018 Q3	$2.6M	Buy	31,200 +28,374	+1,004%	+$2.4M	0.85%	18
2018 Q2	$231K	Buy	2,826 +1,060	+60%	+$84.8K	0.12%	143
2018 Q1	$133K	Hold	1,766	–	–	0.07%	194
2017 Q4	$136K	Hold	1,766	–	–	0.08%	179
2017 Q3	$131K	Sell	1,766 -20	-1%	-$1.4K	0.08%	166
2017 Q2	$125K	Buy	1,786 +20	+1%	+$1.38K	0.08%	171
2017 Q1	$122K	Hold	1,766	–	–	0.07%	179
2016 Q4	$124K	Buy	1,766 +1,524	+630%	+$99.8K	0.08%	192
2016 Q3	$15K	Hold	242	–	–	0.01%	532
2016 Q2	$14K	Sell	242 -200	-45%	-$11.5K	0.01%	478
2016 Q1	$25K	Buy	442 +312	+240%	+$16.2K	0.02%	352
2015 Q4	$7K	Hold	130	–	–	0.01%	644
2015 Q3	$7K	Hold	130	–	–	0.01%	530
2015 Q2	$8K	Hold	130	–	–	0.01%	557
2015 Q1	$8K	Hold	130	–	–	0.01%	546
2014 Q4	$8K	Hold	130	–	–	0.01%	581
2014 Q3	$7K	Buy	+130	New	+$7.32K	0.01%	617

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

Plante Moran Financial Advisors's IJS Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 4,987 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #75.

Plante Moran Financial Advisors first reported a position in IJS in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.6M in Q3 2018. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Plante Moran Financial Advisors held 4,987 shares of iShares S&P Small-Cap 600 Value ETF worth $682K as of Q2 2026.
Plante Moran Financial 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 0.03% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #75 holding.
Plante Moran Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2014 and has held it in 48 quarters since.
Plante Moran Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $2.6M in Q3 2018.
584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.