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Soltis Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Soltis Investment Advisors’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 		$1.98M Buy
14,459
+986
+7% +$127K 0.11% 166
2026
Q1 		$1.6M Sell
13,473
-4,863
-27% -$587K 0.1% 167
2025
Q4 		$2.09M Sell
18,336
-1,690
-8% -$189K 0.14% 139
2025
Q3 		$2.21M Sell
20,026
-240
-1% -$25.5K 0.15% 132
2025
Q2 		$2.02M Buy
20,266
+440
+2% +$41.6K 0.16% 127
2025
Q1 		$1.93M Sell
19,826
-9,111
-31% -$961K 0.17% 127
2024
Q4 		$3.14M Buy
28,937
+3,879
+15% +$430K 0.29% 95
2024
Q3 		$2.7M Buy
25,058
+1,437
+6% +$149K 0.26% 101
2024
Q2 		$2.3M Buy
23,621
+1,077
+5% +$106K 0.24% 106
2024
Q1 		$2.32M Buy
22,544
+1,536
+7% +$152K 0.26% 109
2023
Q4 		$2.17M Sell
21,008
-108
-0.5% -$9.84K 0.24% 107
2023
Q3 		$1.88M Sell
21,116
-366
-2% -$34.9K 0.24% 108
2023
Q2 		$2.04M Buy
21,482
+8,671
+68% +$793K 0.24% 105
2023
Q1 		$1.2M Sell
12,811
-456
-3% -$44.6K 0.15% 126
2022
Q4 		$1.21M Sell
13,267
-12,170
-48% -$1.12M 0.16% 119
2022
Q3 		$2.1M Sell
25,437
-49
-0.2% -$4.53K 0.32% 81
2022
Q2 		$2.27M Buy
25,486
+5,930
+30% +$569K 0.33% 76
2022
Q1 		$2M Sell
19,556
-611
-3% -$62.3K 0.28% 83
2021
Q4 		$2.11M Buy
20,167
+1,940
+11% +$203K 0.3% 76
2021
Q3 		$1.83M Buy
18,227
+157
+0.9% +$15.9K 0.28% 75
2021
Q2 		$1.91M Buy
18,070
+4,519
+33% +$472K 0.3% 69
2021
Q1 		$1.36M Buy
13,551
+2,866
+27% +$271K 0.25% 82
2020
Q4 		$869K Sell
10,685
-257
-2% -$18.7K 0.16% 104
2020
Q3 		$670K Buy
10,942
+154
+1% +$9.68K 0.16% 111
2020
Q2 		$649K Buy
10,788
+1,304
+14% +$73.1K 0.17% 94
2020
Q1 		$474K Sell
9,484
-718
-7% -$49.8K 0.15% 80
2019
Q4 		$820K Buy
+10,202
New +$791K 0.16% 61

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

Soltis Investment Advisors's IJS Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 7.3% in Q2 2026, buying an estimated $127K and bringing the position to 14,459 shares worth $1.98M. The position accounts for 0.11% of the portfolio, ranked #166.

Soltis Investment Advisors first reported a position in IJS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.14M in Q4 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Soltis Investment Advisors held 14,459 shares of iShares S&P Small-Cap 600 Value ETF worth $1.98M as of Q2 2026.
  • Soltis Investment Advisors bought 986 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $127K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.11% of Soltis Investment Advisors's portfolio in Q2 2026, its #166 holding.
  • Soltis Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $3.14M in Q4 2024.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.