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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
Q2 		$30.6K Hold
224
– – 0.02% 378
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
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

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

Richardson Financial Services held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 224 shares worth $30.6K. The position accounts for 0.02% of the portfolio, ranked #378.

Richardson Financial Services first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. The position peaked at $98.7K in Q4 2023. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Richardson Financial Services held 224 shares of iShares S&P Small-Cap 600 Value ETF worth $30.6K as of Q2 2026.
  • Richardson Financial Services 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 Richardson Financial Services's portfolio in Q2 2026, its #378 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 11 quarters since.
  • Richardson Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $98.7K in Q4 2023.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.