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

Pure 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	$730K	Sell	5,339 -132	-2%	-$17K	0.01%	288
2026 Q1	$648K	Sell	5,471 -114	-2%	-$13.8K	0.01%	284
2025 Q4	$635K	Buy	5,585 +110	+2%	+$12.3K	0.01%	279
2025 Q3	$605K	Sell	5,475 -37	-0.7%	-$3.93K	0.01%	274
2025 Q2	$548K	Buy	5,512 +355	+7%	+$33.5K	0.01%	278
2025 Q1	$503K	Buy	5,157 +195	+4%	+$20.6K	0.01%	234
2024 Q4	$539K	Sell	4,962 -90	-2%	-$9.97K	0.01%	209
2024 Q3	$544K	Buy	5,052 +25	+0.5%	+$2.6K	0.01%	205
2024 Q2	$489K	Sell	5,027 -379	-7%	-$37.2K	0.01%	203
2024 Q1	$556K	Buy	5,406 +338	+7%	+$33.5K	0.02%	187
2023 Q4	$522K	Sell	5,068 -33	-0.6%	-$3.01K	0.02%	187
2023 Q3	$455K	Sell	5,101 -9,575	-65%	-$912K	0.02%	179
2023 Q2	$1.4M	Sell	14,676 -408	-3%	-$37.3K	0.06%	109
2023 Q1	$1.41M	Sell	15,084 -923	-6%	-$90.2K	0.07%	103
2022 Q4	$1.46M	Sell	16,007 -1,050	-6%	-$96.7K	0.08%	101
2022 Q3	$1.41M	Sell	17,057 -645	-4%	-$59.7K	0.08%	95
2022 Q2	$1.58M	Sell	17,702 -405	-2%	-$38.8K	0.1%	92
2022 Q1	$1.85M	Buy	18,107 +1,947	+12%	+$198K	0.08%	85
2021 Q4	$1.69M	Sell	16,160 -398	-2%	-$41.7K	0.08%	82
2021 Q3	$1.67M	Sell	16,558 -168	-1%	-$17K	0.13%	79
2021 Q2	$1.76M	Sell	16,726 -921	-5%	-$96.3K	0.14%	75
2021 Q1	$1.78M	Sell	17,647 -5,724	-24%	-$542K	0.18%	70
2020 Q4	$1.9M	Sell	23,371 -4,415	-16%	-$321K	0.23%	61
2020 Q3	$1.7M	Sell	27,786 -3,154	-10%	-$198K	0.25%	57
2020 Q2	$1.86M	Sell	30,940 -6,376	-17%	-$357K	0.29%	51
2020 Q1	$1.86M	Sell	37,316 -14,480	-28%	-$1M	0.31%	50
2019 Q4	$4.16M	Buy	51,796 +3,866	+8%	+$300K	0.71%	34
2019 Q3	$3.6M	Buy	47,930 +2,838	+6%	+$209K	0.65%	36
2019 Q2	$3.35M	Buy	45,092 +4,964	+12%	+$368K	0.6%	41
2019 Q1	$2.96M	Buy	40,128 +2,614	+7%	+$193K	0.56%	41
2018 Q4	$2.47M	Buy	37,514 +9,942	+36%	+$738K	0.5%	43
2018 Q3	$2.3M	Buy	+27,572	New	+$2.33M	0.5%	40
2017 Q4	–	Sell	-22,204	Closed	-$1.65M	–	45
2017 Q3	$1.65M	Buy	22,204 +2,550	+13%	+$178K	0.42%	34
2017 Q2	$1.37M	Buy	19,654 +1,630	+9%	+$113K	0.37%	34
2017 Q1	$1.25M	Buy	18,024 +2,398	+15%	+$167K	0.36%	35
2016 Q4	$1.09M	Sell	15,626 -172	-1%	-$11.3K	0.33%	37
2016 Q3	$986K	Buy	15,798 +1,934	+14%	+$119K	0.32%	38
2016 Q2	$810K	Buy	13,864 +2,280	+20%	+$131K	0.28%	38
2016 Q1	$656K	Buy	11,584 +3,836	+50%	+$199K	0.23%	43
2015 Q4	$419K	Buy	7,748 +3,254	+72%	+$180K	0.18%	45
2015 Q3	$235K	Buy	+4,494	New	+$250K	0.11%	59

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

Pure Financial Advisors's IJS Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.4% in Q2 2026, selling an estimated $17K and leaving 5,339 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #288.

Pure Financial Advisors first reported a position in IJS in Q3 2015 and has held it in 41 quarters since. The position peaked at $4.16M in Q4 2019. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Pure Financial Advisors held 5,339 shares of iShares S&P Small-Cap 600 Value ETF worth $730K as of Q2 2026.
Pure Financial Advisors sold 132 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $17K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #288 holding.
Pure Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2015 and has held it in 41 quarters since.
Pure Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $4.16M in Q4 2019.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.