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 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 $1.66T 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

Savvy Advisors Inc's IJS Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 21% in Q1 2026, buying an estimated $95K and bringing the position to 4,510 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #637.

Savvy Advisors Inc first reported a position in IJS in Q4 2023 and has held it in 10 quarters since. The position peaked at $545K in Q4 2023. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Savvy Advisors Inc held 4,510 shares of iShares S&P Small-Cap 600 Value ETF worth $534K as of Q1 2026.
Savvy Advisors Inc bought 786 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $95K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #637 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 10 quarters since.
Savvy Advisors Inc's iShares S&P Small-Cap 600 Value ETF position peaked at $545K in Q4 2023.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.