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

Sovereign Financial Group’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 		$208K Buy
+1,523
New +$196K 0.03% 359
2022
Q3 		– Sell
-4,466
Closed -$398K – 207
2022
Q2 		$398K Buy
+4,466
New +$428K 0.16% 129

Other funds holding IJS

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Sovereign Financial Group's IJS Position: Q2 2026 in Review

Sovereign Financial Group opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,523 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #359 among its holdings. This is a return to the name: Sovereign Financial Group previously reported a position in IJS as recently as Q2 2022.

Sovereign Financial Group first reported a position in IJS in Q2 2022 and has held it in 2 quarters since. The position peaked at $398K in Q2 2022. 303 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Sovereign Financial Group held 1,523 shares of iShares S&P Small-Cap 600 Value ETF worth $208K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Sovereign Financial Group position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #359 holding.
  • Sovereign Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 2 quarters since.
  • Sovereign Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $398K in Q2 2022.
  • 303 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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