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

RTD Financial 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 		$10.5M Sell
76,982
-4,916
-6% -$634K 1.15% 29
2026
Q1 		$9.7M Sell
81,898
-6,608
-7% -$798K 1.19% 28
2025
Q4 		$10.1M Sell
88,506
-5,584
-6% -$626K 1.23% 27
2025
Q3 		$10.4M Buy
94,090
+5,217
+6% +$554K 1.25% 26
2025
Q2 		$8.84M Sell
88,873
-1,711
-2% -$162K 1.13% 32
2025
Q1 		$8.83M Buy
90,584
+667
+0.7% +$70.4K 1.19% 26
2024
Q4 		$9.77M Buy
89,917
+1,988
+2% +$220K 1.25% 25
2024
Q3 		$9.47M Buy
87,929
+822
+0.9% +$85.4K 1.2% 26
2024
Q2 		$8.47M Buy
87,107
+3,078
+4% +$303K 1.14% 28
2024
Q1 		$8.63M Buy
84,029
+1,580
+2% +$157K 1.16% 27
2023
Q4 		$8.5M Sell
82,449
-2,956
-3% -$269K 1.19% 27
2023
Q3 		$7.62M Sell
85,405
-1,389
-2% -$132K 1.16% 27
2023
Q2 		$8.25M Buy
86,794
+9,259
+12% +$846K 1.2% 25
2023
Q1 		$7.26M Sell
77,535
-732
-0.9% -$71.5K 1.12% 29
2022
Q4 		$7.15M Buy
78,267
+3,121
+4% +$287K 1.17% 25
2022
Q3 		$6.2M Sell
75,146
-9,580
-11% -$886K 1.14% 24
2022
Q2 		$7.54M Sell
84,726
-2,203
-3% -$211K 1.16% 25
2022
Q1 		$8.9M Buy
86,929
+507
+0.6% +$51.7K 1.2% 22
2021
Q4 		$9.03M Buy
+86,422
New +$9.06M 1.18% 22

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

RTD Financial Advisors's IJS Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6% in Q2 2026, selling an estimated $634K and leaving 76,982 shares worth $10.5M. The position accounts for 1.15% of the portfolio, ranked #29.

RTD Financial Advisors first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • RTD Financial Advisors held 76,982 shares of iShares S&P Small-Cap 600 Value ETF worth $10.5M as of Q2 2026.
  • RTD Financial Advisors sold 4,916 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $634K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.15% of RTD Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • RTD Financial 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.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.