RDFA
IJS icon

Ritter Daniher Financial Advisory’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Ritter Daniher Financial Advisory’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 		$1.15M Sell
8,447
-78
-0.9% -$10.1K 0.18% 67
2026
Q1 		$1.01M Buy
8,525
+266
+3% +$32.1K 0.17% 72
2025
Q4 		$939K Sell
8,259
-34
-0.4% -$3.81K 0.16% 72
2025
Q3 		$917K Sell
8,293
-409
-5% -$43.4K 0.16% 72
2025
Q2 		$866K Sell
8,702
-186
-2% -$17.6K 0.21% 41
2025
Q1 		$866K Sell
8,888
-634
-7% -$66.9K 0.24% 38
2024
Q4 		$1.03M Sell
9,522
-246
-3% -$27.3K 0.29% 31
2024
Q3 		$1.05M Buy
9,768
+268
+3% +$27.8K 0.31% 29
2024
Q2 		$924K Buy
9,500
+106
+1% +$10.4K 0.29% 31
2024
Q1 		$965K Buy
9,394
+3
+0% +$298 0.32% 27
2023
Q4 		$968K Buy
9,391
+2,887
+44% +$263K 0.36% 24
2023
Q3 		$580K Buy
6,504
+2,000
+44% +$190K 0.25% 41
2023
Q2 		$428K Sell
4,504
-1,225
-21% -$112K 0.18% 46
2023
Q1 		$536K Buy
5,729
+625
+12% +$61.1K 0.24% 41
2022
Q4 		$466K Buy
5,104
+1,271
+33% +$117K 0.22% 45
2022
Q3 		$316K Sell
3,833
-1,255
-25% -$116K 0.23% 49
2022
Q2 		$453K Buy
5,088
+51
+1% +$4.89K 0.32% 38
2022
Q1 		$516K Buy
5,037
+1,447
+40% +$147K 0.36% 32
2021
Q4 		$375K Hold
3,590
– – 0.25% 39
2021
Q3 		$361K Sell
3,590
-1,415
-28% -$143K 0.26% 38
2021
Q2 		$528K Sell
5,005
-599
-11% -$62.6K 0.39% 27
2021
Q1 		$565K Sell
5,604
-822
-13% -$77.8K 0.45% 23
2020
Q4 		$522K Buy
+6,426
New +$467K 0.45% 23

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

Ritter Daniher Financial Advisory's IJS Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.91% in Q2 2026, selling an estimated $10.1K and leaving 8,447 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #67.

Ritter Daniher Financial Advisory first reported a position in IJS in Q4 2020 and has held it in 23 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Ritter Daniher Financial Advisory held 8,447 shares of iShares S&P Small-Cap 600 Value ETF worth $1.15M as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 78 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $10.1K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.18% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #67 holding.
  • Ritter Daniher Financial Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.