Silver Oak Securities’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Silver Oak Securities’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	$12.6M	Buy	+92,156	New	+$11.9M	0.76%	29
2024 Q1	–	Sell	-1,920	Closed	-$198K	–	510
2023 Q4	$198K	Buy	+1,920	New	+$175K	0.03%	463
2022 Q2	–	Sell	-2,034	Closed	-$202K	–	306
2022 Q1	$202K	Buy	+2,034	New	+$207K	0.04%	293

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

Silver Oak Securities's IJS Position: Q2 2026 in Review

Silver Oak Securities opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 92,156 shares worth $12.6M. The stake represents 0.76% of the portfolio and ranks #29 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in IJS as recently as Q4 2023.

Silver Oak Securities first reported a position in IJS in Q1 2022 and has held it in 3 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Silver Oak Securities held 92,156 shares of iShares S&P Small-Cap 600 Value ETF worth $12.6M as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Silver Oak Securities position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.76% of Silver Oak Securities's portfolio in Q2 2026, its #29 holding.
Silver Oak Securities first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 3 quarters since.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.