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Saxon Interests’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Saxon Interests’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 		$354K Hold
2,589
– – 0.1% 186
2026
Q1 		$307K Hold
2,589
– – 0.11% 185
2025
Q4 		$294K Hold
2,589
– – 0.1% 169
2025
Q3 		$284K Buy
+2,589
New +$275K 0.11% 164
2025
Q1 		– Sell
-1,968
Closed -$214K – 195
2024
Q4 		$214K Sell
1,968
-46
-2% -$5.1K 0.09% 171
2024
Q3 		$217K Buy
+2,014
New +$209K 0.1% 164
2023
Q3 		– Sell
-2,289
Closed -$218K – 117
2023
Q2 		$218K Buy
+2,289
New +$209K 0.12% 154

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Saxon Interests's IJS Position: Q2 2026 in Review

Saxon Interests held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,589 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #186.

Saxon Interests first reported a position in IJS in Q2 2023 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Saxon Interests held 2,589 shares of iShares S&P Small-Cap 600 Value ETF worth $354K as of Q2 2026.
  • Saxon Interests 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 0.1% of Saxon Interests's portfolio in Q2 2026, its #186 holding.
  • Saxon Interests first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2023 and has held it in 7 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.