SFA
IJS icon

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

Salus 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
Q1 		$4.54M Sell
38,344
-339
-0.9% -$41K 2.65% 9
2025
Q4 		$4.4M Buy
38,683
+1,082
+3% +$121K 2.64% 9
2025
Q3 		$4.16M Buy
37,601
+766
+2% +$81.3K 2.56% 9
2025
Q2 		$3.66M Buy
36,835
+1,988
+6% +$188K 2.46% 9
2025
Q1 		$3.4M Buy
34,847
+1,797
+5% +$190K 2.57% 8
2024
Q4 		$3.59M Buy
+33,050
New +$3.66M 2.81% 9

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

Salus Financial Advisors's IJS Position: Q1 2026 in Review

Salus Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.88% in Q1 2026, selling an estimated $41K and leaving 38,344 shares worth $4.54M. The position accounts for 2.65% of the portfolio, ranked #9.

Salus Financial Advisors first reported a position in IJS in Q4 2024 and has held it in 6 quarters since. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Salus Financial Advisors held 38,344 shares of iShares S&P Small-Cap 600 Value ETF worth $4.54M as of Q1 2026.
  • Salus Financial Advisors sold 339 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $41K.
  • iShares S&P Small-Cap 600 Value ETF made up 2.65% of Salus Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • Salus Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.