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

Sharp Financial Services’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	$253K	Sell	1,854 -270,266	-99%	-$34.9M	0.12%	115
2026 Q1	$32.2M	Buy	+272,120	New	+$32.9M	15.92%	1
2025 Q1	–	Sell	-2,200	Closed	-$239K	–	94
2024 Q4	$239K	Hold	2,200	–	–	0.18%	85
2024 Q3	$237K	Sell	2,200 -200	-8%	-$20.8K	0.18%	87
2024 Q2	$233K	Hold	2,400	–	–	0.2%	89
2024 Q1	$247K	Hold	2,400	–	–	0.23%	79
2023 Q4	$247K	Buy	+2,400	New	+$219K	0.27%	69

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

Sharp Financial Services's IJS Position: Q2 2026 in Review

Sharp Financial Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 99% in Q2 2026, selling an estimated $34.9M and leaving 1,854 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #115.

Sharp Financial Services first reported a position in IJS in Q4 2023 and has held it in 7 quarters since. The position peaked at $32.2M in Q1 2026. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Sharp Financial Services held 1,854 shares of iShares S&P Small-Cap 600 Value ETF worth $253K as of Q2 2026.
Sharp Financial Services sold 270,266 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $34.9M.
iShares S&P Small-Cap 600 Value ETF made up 0.12% of Sharp Financial Services's portfolio in Q2 2026, its #115 holding.
Sharp Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 7 quarters since.
Sharp Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $32.2M in Q1 2026.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.