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

SageView Advisory 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 Q2	$750K	Buy	5,486 +2	+0%	+$258	0.02%	286
2026 Q1	$650K	Buy	5,484 +557	+11%	+$67.3K	0.02%	295
2025 Q4	$560K	Buy	4,927 +913	+23%	+$102K	0.02%	344
2025 Q3	$444K	Buy	4,014 +6	+0.1%	+$637	0.02%	411
2025 Q2	$416K	Sell	4,008 -3,989	-50%	-$377K	0.02%	415
2025 Q1	$780K	Sell	7,997 -47	-0.6%	-$4.96K	0.03%	261
2024 Q4	$874K	Buy	8,044 +2,608	+48%	+$289K	0.04%	239
2024 Q3	$585K	Sell	5,436 -1,797	-25%	-$187K	0.03%	272
2024 Q2	$704K	Buy	+7,233	New	+$711K	0.03%	277
2024 Q1	–	Sell	-8,744	Closed	-$877K	–	624
2023 Q4	$877K	Buy	8,744 +1,884	+27%	+$172K	0.04%	280
2023 Q3	$612K	Sell	6,860 -9,829	-59%	-$936K	0.04%	297
2023 Q2	$1.59M	Buy	16,689 +10,383	+165%	+$949K	0.09%	147
2023 Q1	$590K	Sell	6,306 -1,627	-21%	-$159K	0.04%	281
2022 Q4	$724K	Buy	+7,933	New	+$730K	0.06%	195

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

SageView Advisory Group's IJS Position: Q2 2026 in Review

SageView Advisory Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.04% in Q2 2026, buying an estimated $258 and bringing the position to 5,486 shares worth $750K. The position accounts for 0.02% of the portfolio, ranked #286.

SageView Advisory Group first reported a position in IJS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q2 2023. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

SageView Advisory Group held 5,486 shares of iShares S&P Small-Cap 600 Value ETF worth $750K as of Q2 2026.
SageView Advisory Group bought 2 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $258.
iShares S&P Small-Cap 600 Value ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #286 holding.
SageView Advisory Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's iShares S&P Small-Cap 600 Value ETF position peaked at $1.59M in Q2 2023.
888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.