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

Synergy Investment Management’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 		$199K Hold
1,456
– – 0.05% 175
2026
Q1 		$172K Buy
+1,456
New +$176K 0.06% 146
2025
Q2 		– Sell
-746
Closed -$72.7K – 309
2025
Q1 		$72.7K Sell
746
-690
-48% -$72.8K 0.03% 194
2024
Q4 		$156K Buy
+1,436
New +$159K 0.07% 140

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Synergy Investment Management's IJS Position: Q2 2026 in Review

Synergy Investment Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 1,456 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #175.

Synergy Investment Management first reported a position in IJS in Q4 2024 and has held it in 4 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Synergy Investment Management held 1,456 shares of iShares S&P Small-Cap 600 Value ETF worth $199K as of Q2 2026.
  • Synergy Investment Management 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 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #175 holding.
  • Synergy Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.