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

Sage Financial Group’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 Q1	$655K	Hold	5,526	–	–	0.04%	65
2025 Q4	$628K	Buy	5,526 +129	+2%	+$14.5K	0.04%	65
2025 Q3	$597K	Buy	5,397 +228	+4%	+$24.2K	0.04%	63
2025 Q2	$514K	Hold	5,169	–	–	0.04%	67
2025 Q1	$504K	Buy	5,169 +126	+2%	+$13.3K	0.04%	69
2024 Q4	$548K	Buy	5,043 +616	+14%	+$68.3K	0.04%	64
2024 Q3	$477K	Hold	4,427	–	–	0.04%	72
2024 Q2	$431K	Hold	4,427	–	–	0.04%	73
2024 Q1	$455K	Buy	4,427 +458	+12%	+$45.5K	0.04%	73
2023 Q4	$409K	Hold	3,969	–	–	0.04%	75
2023 Q3	$354K	Hold	3,969	–	–	0.04%	75
2023 Q2	$377K	Hold	3,969	–	–	0.04%	73
2023 Q1	$371K	Buy	3,969 +645	+19%	+$63K	0.04%	75
2022 Q4	$304K	Hold	3,324	–	–	0.04%	80
2022 Q3	$274K	Hold	3,324	–	–	0.04%	77
2022 Q2	$296K	Buy	+3,324	New	+$319K	0.04%	72

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Sage Financial Group's IJS Position: Q1 2026 in Review

Sage Financial Group held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 5,526 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #65.

Sage Financial Group first reported a position in IJS in Q2 2022 and has held it in 16 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Sage Financial Group held 5,526 shares of iShares S&P Small-Cap 600 Value ETF worth $655K as of Q1 2026.
Sage Financial Group left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of Sage Financial Group's portfolio in Q1 2026, its #65 holding.
Sage Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 16 quarters since.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.