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

Summit Financial Wealth 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	$535K	Hold	3,914	–	–	0.07%	124
2026 Q1	$464K	Sell	3,914 -873	-18%	-$105K	0.07%	124
2025 Q4	$544K	Buy	+4,787	New	+$537K	0.08%	105
2023 Q1	–	Sell	-2,740	Closed	-$250K	–	129
2022 Q4	$250K	Hold	2,740	–	–	0.06%	115
2022 Q3	$253K	Hold	2,740	–	–	0.07%	106
2022 Q2	$255K	Buy	+2,740	New	+$263K	0.06%	113
2022 Q1	–	Sell	-2,740	Closed	-$294K	–	140
2021 Q4	$294K	Buy	+2,740	New	+$287K	0.06%	110
2021 Q2	–	Sell	-2,740	Closed	-$223K	–	128
2021 Q1	$223K	Buy	+2,740	New	+$259K	0.06%	105
2017 Q3	–	Sell	-3,280	Closed	-$229K	–	145
2017 Q2	$229K	Hold	3,280	–	–	0.09%	131
2017 Q1	$227K	Hold	3,280	–	–	0.1%	127
2016 Q4	$230K	Hold	3,280	–	–	0.1%	127
2016 Q3	$205K	Buy	+3,280	New	+$201K	0.09%	136

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

Summit Financial Wealth Advisors's IJS Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 3,914 shares worth $535K. The position accounts for 0.07% of the portfolio, ranked #124.

Summit Financial Wealth Advisors first reported a position in IJS in Q3 2016 and has held it in 12 quarters since. The position peaked at $544K in Q4 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Summit Financial Wealth Advisors held 3,914 shares of iShares S&P Small-Cap 600 Value ETF worth $535K as of Q2 2026.
Summit Financial Wealth Advisors 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 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Summit Financial Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2016 and has held it in 12 quarters since.
Summit Financial Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $544K in Q4 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.