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

Powell 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	$72.8K	Hold	533	–	–	0.02%	151
2026 Q1	$63.1K	Hold	533	–	–	0.02%	160
2025 Q4	$60.6K	Hold	533	–	–	0.02%	157
2025 Q3	$58.9K	Hold	533	–	–	0.02%	155
2025 Q2	$53K	Hold	533	–	–	0.02%	153
2025 Q1	$52K	Hold	533	–	–	0.03%	134
2024 Q4	$57.9K	Hold	533	–	–	0.03%	143
2024 Q3	$57.4K	Sell	533 -35	-6%	-$3.63K	0.03%	134
2024 Q2	$55.2K	Buy	+568	New	+$55.8K	0.03%	137

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

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

Powell Investment Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 533 shares worth $72.8K. The position accounts for 0.02% of the portfolio, ranked #151.

Powell Investment Advisors first reported a position in IJS in Q2 2024 and has held it in 9 quarters since. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Powell Investment Advisors held 533 shares of iShares S&P Small-Cap 600 Value ETF worth $72.8K as of Q2 2026.
Powell 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 0.02% of Powell Investment Advisors's portfolio in Q2 2026, its #151 holding.
Powell Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and has held it in 9 quarters since.
584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.