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

Rossby Financial’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	–	Sell	-415	Closed	-$49.2K	–	2253
2026 Q1	$49.2K	Buy	+415	New	+$50.1K	0.01%	734
2025 Q2	–	Sell	-12	Closed	-$1.1K	–	1259
2025 Q1	$1.1K	Buy	+12	New	+$1.27K	﹤0.01%	991

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Rossby Financial's IJS Position: Q2 2026 in Review

Rossby Financial sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 415 shares — an estimated $49.2K sold.

Rossby Financial first reported a position in IJS in Q1 2025 and held it in 2 quarters. The position peaked at $49.2K in Q1 2026. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Rossby Financial reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
Rossby Financial sold 415 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $49.2K.
Rossby Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and held it in 2 quarters.
Rossby Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $49.2K in Q1 2026.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.