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

Richardson 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 Q1	$26.5K	Hold	224	–	–	0.02%	385
2025 Q4	$25.5K	Hold	224	–	–	0.01%	376
2025 Q3	$24.8K	Hold	224	–	–	0.02%	352
2025 Q2	$22.8K	Hold	224	–	–	0.02%	328
2025 Q1	$21.8K	Hold	224	–	–	0.02%	318
2024 Q4	$24.2K	Hold	224	–	–	0.02%	324
2024 Q3	$21.8K	Hold	224	–	–	0.01%	337
2024 Q2	$21.8K	Hold	224	–	–	0.02%	317
2024 Q1	$23K	Sell	224 -734	-77%	-$72.8K	0.02%	328
2023 Q4	$98.7K	Buy	+958	New	+$87.3K	0.09%	178

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Richardson Financial Services's IJS Position: Q1 2026 in Review

Richardson Financial Services held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 224 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #385.

Richardson Financial Services first reported a position in IJS in Q4 2023 and has held it in 10 quarters since. The position peaked at $98.7K in Q4 2023. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Richardson Financial Services held 224 shares of iShares S&P Small-Cap 600 Value ETF worth $26.5K as of Q1 2026.
Richardson Financial Services left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #385 holding.
Richardson Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $98.7K in Q4 2023.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.