Squire Investment Management Company’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Squire Investment Management Company’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	$1.33M	Hold	9,761	–	–	0.32%	41
2026 Q1	$1.16M	Hold	9,761	–	–	0.32%	40
2025 Q4	$1.11M	Hold	9,761	–	–	0.34%	40
2025 Q3	$1.08M	Hold	9,761	–	–	0.35%	36
2025 Q2	$971K	Buy	9,761 +1,068	+12%	+$101K	0.36%	36
2025 Q1	$847K	Hold	8,693	–	–	0.35%	38
2024 Q4	$944K	Buy	8,693 +915	+12%	+$101K	0.42%	31
2024 Q3	$837K	Buy	7,778 +1,097	+16%	+$114K	0.4%	33
2024 Q2	$650K	Sell	6,681 -1,484	-18%	-$146K	0.37%	36
2024 Q1	$839K	Buy	8,165 +1,028	+14%	+$102K	0.53%	25
2023 Q4	$736K	Buy	+7,137	New	+$650K	0.6%	24

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

Squire Investment Management Company's IJS Position: Q2 2026 in Review

Squire Investment Management Company held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 9,761 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #41.

Squire Investment Management Company first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Squire Investment Management Company held 9,761 shares of iShares S&P Small-Cap 600 Value ETF worth $1.33M as of Q2 2026.
Squire Investment Management Company left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.32% of Squire Investment Management Company's portfolio in Q2 2026, its #41 holding.
Squire Investment Management Company first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.