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

Seven Mile Advisory’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 		– Sell
-20,237
Closed -$2.3M – 240
2025
Q4 		$2.3M Buy
20,237
+1,069
+6% +$120K 0.4% 45
2025
Q3 		$2.12M Buy
+19,168
New +$2.04M 0.34% 49

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

Seven Mile Advisory's IJS Position: Q1 2026 in Review

Seven Mile Advisory sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 20,237 shares — an estimated $2.3M sold.

Seven Mile Advisory first reported a position in IJS in Q3 2025 and held it in 2 quarters. The position peaked at $2.3M in Q4 2025. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Seven Mile Advisory reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 20,237 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $2.3M.
  • Seven Mile Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and held it in 2 quarters.
  • Seven Mile Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $2.3M in Q4 2025.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.