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

Realta 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 		$4.16K Sell
30
-22
-42% -$2.84K ﹤0.01% 348
2026
Q1 		$6.2K Hold
52
– – ﹤0.01% 318
2025
Q4 		$5.94K Hold
52
– – ﹤0.01% 307
2025
Q3 		$5.75K Hold
52
– – ﹤0.01% 293
2025
Q2 		$5.15K Hold
52
– – ﹤0.01% 281
2025
Q1 		$5.02K Buy
52
+1
+2% +$106 ﹤0.01% 297
2024
Q4 		$5.6K Hold
51
– – ﹤0.01% 310
2024
Q3 		$5.48K Sell
51
-3,652
-99% -$379K ﹤0.01% 317
2024
Q2 		$360K Buy
3,703
+18
+0.5% +$1.77K 0.07% 283
2024
Q1 		$379K Sell
3,685
-195
-5% -$19.4K 0.08% 281
2023
Q4 		$400K Sell
3,880
-933
-19% -$85K 0.09% 253
2023
Q3 		$458K Hold
4,813
– – 0.11% 225
2023
Q2 		$458K Buy
4,813
+20
+0.4% +$1.83K 0.1% 232
2023
Q1 		$449K Buy
4,793
+17
+0.4% +$1.66K 0.11% 219
2022
Q4 		$436K Buy
4,776
+13
+0.3% +$1.2K 0.11% 226
2022
Q3 		$393K Buy
4,763
+29
+0.6% +$2.68K 0.1% 231
2022
Q2 		$426K Sell
4,734
-45
-0.9% -$4.32K 0.1% 213
2022
Q1 		$489K Buy
4,779
+13
+0.3% +$1.32K 0.1% 216
2021
Q4 		$498K Buy
4,766
+23
+0.5% +$2.41K 0.11% 213
2021
Q3 		$477K Buy
4,743
+223
+5% +$22.5K 0.11% 210
2021
Q2 		$477K Sell
4,520
-535
-11% -$55.9K 0.11% 206
2021
Q1 		$509K Buy
5,055
+620
+14% +$58.7K 0.13% 194
2020
Q4 		$361K Buy
4,435
+45
+1% +$3.27K 0.1% 215
2020
Q3 		$269K Buy
4,390
+20
+0.5% +$1.26K 0.09% 241
2020
Q2 		$263K Buy
4,370
+18
+0.4% +$1.01K 0.09% 268
2020
Q1 		$217K Buy
4,352
+50
+1% +$3.47K 0.09% 250
2019
Q4 		$338K Sell
4,302
-82
-2% -$6.36K 0.09% 247
2019
Q3 		$328K Buy
4,384
+18
+0.4% +$1.32K 0.09% 241
2019
Q2 		$324K Buy
4,366
+100
+2% +$7.42K 0.09% 243
2019
Q1 		$315K Buy
+4,266
New +$315K 0.14% 194

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

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

Realta Investment Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 42% in Q2 2026, selling an estimated $2.84K and leaving 30 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Realta Investment Advisors first reported a position in IJS in Q1 2019 and has held it in 30 quarters since. The position peaked at $509K in Q1 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Realta Investment Advisors held 30 shares of iShares S&P Small-Cap 600 Value ETF worth $4.16K as of Q2 2026.
  • Realta Investment Advisors sold 22 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.84K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #348 holding.
  • Realta Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $509K in Q1 2021.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.