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

Prospera Financial 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	$1.15M	Sell	8,410 -73,583	-90%	-$9.49M	0.02%	705
2026 Q1	$9.71M	Buy	81,993 +1,879	+2%	+$227K	0.16%	148
2025 Q4	$9.11M	Sell	80,114 -552	-0.7%	-$61.9K	0.15%	150
2025 Q3	$8.92M	Buy	80,666 +70,930	+729%	+$7.53M	0.15%	145
2025 Q2	$969K	Sell	9,736 -3,536	-27%	-$334K	0.02%	674
2025 Q1	$1.29M	Sell	13,272 -74,313	-85%	-$7.84M	0.03%	495
2024 Q4	$9.51M	Buy	87,585 +854	+1%	+$94.7K	0.22%	99
2024 Q3	$9.34M	Buy	86,731 +74,434	+605%	+$7.73M	0.24%	92
2024 Q2	$1.2M	Sell	12,297 -4,013	-25%	-$394K	0.03%	459
2024 Q1	$1.68M	Sell	16,310 -392	-2%	-$38.9K	0.05%	372
2023 Q4	$1.72M	Buy	16,702 +2,422	+17%	+$221K	0.06%	340
2023 Q3	$1.27M	Sell	14,280 -816	-5%	-$77.7K	0.05%	371
2023 Q2	$1.44M	Buy	15,096 +5,216	+53%	+$477K	0.05%	330
2023 Q1	$925K	Sell	9,880 -5	-0.1%	-$489	0.04%	456
2022 Q4	$903K	Buy	9,885 +851	+9%	+$78.4K	0.05%	377
2022 Q3	$744K	Buy	9,034 +1,960	+28%	+$181K	0.04%	434
2022 Q2	$630K	Sell	7,074 -4,253	-38%	-$408K	0.03%	463
2022 Q1	$1.16M	Sell	11,327 -482	-4%	-$49.1K	0.05%	397
2021 Q4	$1.24M	Sell	11,809 -1,813	-13%	-$190K	0.05%	358
2021 Q3	$1.37M	Sell	13,622 -21,148	-61%	-$2.14M	0.07%	315
2021 Q2	$3.67M	Buy	+34,770	New	+$3.63M	0.18%	135
2020 Q4	–	Sell	-424	Closed	-$26K	–	1090
2020 Q3	$26K	Buy	+424	New	+$26.7K	0.01%	824
2018 Q4	–	Sell	-6,358	Closed	-$519K	–	419
2018 Q3	$519K	Sell	6,358 -98	-2%	-$8.28K	0.1%	209
2018 Q2	$528K	Sell	6,456 -1,626	-20%	-$130K	0.07%	220
2018 Q1	$610K	Buy	+8,082	New	+$622K	0.09%	204
2013 Q4	–	Sell	-7,786	Closed	-$402K	–	278
2013 Q3	$402K	Buy	7,786 +1,526	+24%	+$75.9K	0.15%	126
2013 Q2	$296K	Buy	+6,260	New	+$287K	0.14%	153

Other funds holding IJS

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FCB

First County Bank Stamford, Connecticut $213M AUM 31.34% 1-Year Est. Return

Prospera Financial Services's IJS Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 90% in Q2 2026, selling an estimated $9.49M and leaving 8,410 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #705.

Prospera Financial Services first reported a position in IJS in Q2 2013 and has held it in 27 quarters since. The position peaked at $9.71M in Q1 2026. 141 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Prospera Financial Services held 8,410 shares of iShares S&P Small-Cap 600 Value ETF worth $1.15M as of Q2 2026.
Prospera Financial Services sold 73,583 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.49M.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #705 holding.
Prospera Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 27 quarters since.
Prospera Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $9.71M in Q1 2026.
141 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.