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

Richwood 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	$670K	Sell	4,905 -100	-2%	-$12.9K	0.47%	49
2026 Q1	$593K	Hold	5,005	–	–	0.46%	54
2025 Q4	$633K	Sell	5,005 -38	-0.8%	-$4.26K	0.45%	54
2025 Q3	$558K	Hold	5,043	–	–	0.44%	52
2025 Q2	$502K	Hold	5,043	–	–	0.41%	57
2025 Q1	$492K	Sell	5,043 -400	-7%	-$42.2K	0.42%	60
2024 Q4	$591K	Hold	5,443	–	–	0.49%	52
2024 Q3	$586K	Sell	5,443 -290	-5%	-$30.1K	0.48%	52
2024 Q2	$558K	Sell	5,733 -22	-0.4%	-$2.16K	0.49%	52
2024 Q1	$591K	Sell	5,755 -550	-9%	-$54.6K	0.53%	54
2023 Q4	$650K	Hold	6,305	–	–	0.61%	44
2023 Q3	$563K	Sell	6,305 -47	-0.7%	-$4.48K	0.57%	47
2023 Q2	$604K	Hold	6,352	–	–	0.59%	46
2023 Q1	$594K	Hold	6,352	–	–	0.59%	44
2022 Q4	$580K	Hold	6,352	–	–	0.58%	45
2022 Q3	$524K	Hold	6,352	–	–	0.58%	49
2022 Q2	$566K	Hold	6,352	–	–	0.57%	48
2022 Q1	$650K	Hold	6,352	–	–	0.58%	49
2021 Q4	$664K	Buy	+6,352	New	+$666K	0.58%	41

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Richwood Investment Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2% in Q2 2026, selling an estimated $12.9K and leaving 4,905 shares worth $670K. The position accounts for 0.47% of the portfolio, ranked #49.

Richwood Investment Advisors first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 402 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Richwood Investment Advisors held 4,905 shares of iShares S&P Small-Cap 600 Value ETF worth $670K as of Q2 2026.
Richwood Investment Advisors sold 100 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $12.9K.
iShares S&P Small-Cap 600 Value ETF made up 0.47% of Richwood Investment Advisors's portfolio in Q2 2026, its #49 holding.
Richwood Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
402 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.