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

Summit Financial’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 		$9.04M Buy
76,303
+2,480
+3% +$300K 0.12% 174
2025
Q4 		$8.4M Buy
73,823
+5,584
+8% +$626K 0.12% 155
2025
Q3 		$7.55M Buy
68,239
+46,976
+221% +$4.99M 0.12% 168
2025
Q2 		$2.12M Sell
21,263
-3,983
-16% -$376K 0.05% 282
2025
Q1 		$2.46M Buy
25,246
+6,163
+32% +$650K 0.07% 230
2024
Q4 		$2.07M Sell
19,083
-141
-0.7% -$15.6K 0.07% 206
2024
Q3 		$2.07M Sell
19,224
-942
-5% -$97.8K 0.08% 176
2024
Q2 		$1.96M Sell
20,166
-487
-2% -$47.9K 0.09% 157
2024
Q1 		$2.12M Buy
20,653
+293
+1% +$29.1K 0.13% 102
2023
Q4 		$2.1M Sell
20,360
-882
-4% -$80.4K 0.14% 100
2023
Q3 		$1.91M Sell
21,242
-1,502
-7% -$143K 0.14% 95
2023
Q2 		$2.16M Sell
22,744
-2,790
-11% -$255K 0.16% 83
2023
Q1 		$2.39M Buy
25,534
+697
+3% +$68.1K 0.21% 49
2022
Q4 		$2.27M Sell
24,837
-390
-2% -$35.9K 0.21% 50
2022
Q3 		$2.08M Sell
25,227
-3,768
-13% -$349K 0.2% 54
2022
Q2 		$2.58M Buy
28,995
+4,355
+18% +$418K 0.24% 45
2022
Q1 		$2.52M Buy
24,640
+4,399
+22% +$448K 0.2% 52
2021
Q4 		$2.11M Buy
20,241
+3,214
+19% +$337K 0.16% 54
2021
Q3 		$1.71M Buy
+17,027
New +$1.72M 0.15% 49

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's IJS Position: Q1 2026 in Review

Summit Financial increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.4% in Q1 2026, buying an estimated $300K and bringing the position to 76,303 shares worth $9.04M. The position accounts for 0.12% of the portfolio, ranked #174.

Summit Financial first reported a position in IJS in Q3 2021 and has held it in 19 quarters since. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Summit Financial held 76,303 shares of iShares S&P Small-Cap 600 Value ETF worth $9.04M as of Q1 2026.
  • Summit Financial bought 2,480 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $300K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.12% of Summit Financial's portfolio in Q1 2026, its #174 holding.
  • Summit Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.