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

Summit Financial Consulting’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
Q1 		$7.53M Buy
+63,554
New +$7.68M 5.39% 6
2025
Q2 		– Sell
-51,609
Closed -$5.03M – 42
2025
Q1 		$5.03M Buy
+51,609
New +$5.44M 4.67% 12

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Summit Financial Consulting's IJS Position: Q1 2026 in Review

Summit Financial Consulting opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026: 63,554 shares worth $7.53M. The stake represents 5.39% of the portfolio and ranks #6 among its holdings. This is a return to the name: Summit Financial Consulting previously reported a position in IJS as recently as Q1 2025.

Summit Financial Consulting first reported a position in IJS in Q1 2025 and has held it in 2 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Summit Financial Consulting held 63,554 shares of iShares S&P Small-Cap 600 Value ETF worth $7.53M as of Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Summit Financial Consulting position in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 5.39% of Summit Financial Consulting's portfolio in Q1 2026, its #6 holding.
  • Summit Financial Consulting first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.