Royal Fund Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Royal Fund Management’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	-113,743	Closed	-$13.5M	–	318
2026 Q1	$13.5M	Buy	+113,743	New	+$13.7M	1.28%	11
2023 Q3	–	Sell	-53,122	Closed	-$5.05M	–	279
2023 Q2	$5.05M	Buy	53,122 +817	+2%	+$74.7K	0.63%	48
2023 Q1	$4.9M	Buy	52,305 +4,500	+9%	+$440K	0.7%	51
2022 Q4	$4.37M	Sell	47,805 -11,896	-20%	-$1.1M	0.69%	51
2022 Q3	$4.92M	Buy	59,701 +1,507	+3%	+$139K	0.89%	38
2022 Q2	$5.18M	Buy	+58,194	New	+$5.58M	0.86%	40
2021 Q4	–	Sell	-73,038	Closed	-$7.35M	–	196
2021 Q3	$7.35M	Sell	73,038 -27,804	-28%	-$2.81M	1.07%	28
2021 Q2	$10.6M	Sell	100,842 -4,695	-4%	-$491K	1.76%	10
2021 Q1	$10.6M	Buy	+105,537	New	+$9.99M	1.94%	7
2018 Q1	–	Sell	-2,770	Closed	-$212K	–	600
2017 Q4	$212K	Buy	+2,770	New	+$209K	0.08%	110
2017 Q2	–	Sell	-274	Closed	-$18K	–	476
2017 Q1	$18K	Buy	+274	New	+$19.1K	0.01%	223

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 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

Royal Fund Management's IJS Position: Q2 2026 in Review

Royal Fund Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 113,743 shares — an estimated $13.5M sold.

Royal Fund Management first reported a position in IJS in Q1 2017 and held it in 11 quarters. The position peaked at $13.5M in Q1 2026. 426 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Royal Fund Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
Royal Fund Management sold 113,743 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $13.5M.
Royal Fund Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2017 and held it in 11 quarters.
Royal Fund Management's iShares S&P Small-Cap 600 Value ETF position peaked at $13.5M in Q1 2026.
426 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.