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

Savvy Advisors Inc’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	$616K	Hold	4,510	–	–	0.01%	699
2026 Q1	$534K	Buy	4,510 +786	+21%	+$95K	0.01%	637
2025 Q4	$424K	Hold	3,724	–	–	0.01%	627
2025 Q3	$412K	Buy	3,724 +11	+0.3%	+$1.17K	0.02%	501
2025 Q2	$369K	Sell	3,713 -5	-0.1%	-$472	0.02%	437
2025 Q1	$362K	Buy	3,718 +79	+2%	+$8.34K	0.04%	348
2024 Q4	$395K	Sell	3,639 -686	-16%	-$76K	0.05%	287
2024 Q3	$466K	Sell	4,325 -230	-5%	-$23.9K	0.09%	188
2024 Q2	$443K	Sell	4,555 -152	-3%	-$14.9K	0.14%	161
2024 Q1	$484K	Sell	4,707 -584	-11%	-$58K	0.28%	95
2023 Q4	$545K	Buy	+5,291	New	+$482K	0.53%	52

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

Savvy Advisors Inc's IJS Position: Q2 2026 in Review

Savvy Advisors Inc held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 4,510 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #699.

Savvy Advisors Inc first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Savvy Advisors Inc held 4,510 shares of iShares S&P Small-Cap 600 Value ETF worth $616K as of Q2 2026.
Savvy Advisors Inc left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #699 holding.
Savvy Advisors Inc first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.