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

Systematic Financial 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	–	Sell	-8	Closed	-$894	–	251
2026 Q1	$894	Buy	+8	New	+$966	﹤0.01%	246
2025 Q3	–	Sell	-5	Closed	-$497	–	247
2025 Q2	$497	Buy	5 +1	+25%	+$94	﹤0.01%	245
2025 Q1	$404	Buy	4 +3	+300%	+$317	﹤0.01%	244
2024 Q4	$192	Buy	+1	New	+$111	﹤0.01%	251
2024 Q3	–	Sell	-6	Closed	-$633	–	337
2024 Q2	$633	Sell	6 -7	-54%	-$688	﹤0.01%	249
2024 Q1	$1.38K	Buy	+13	New	+$1.29K	﹤0.01%	251

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

Systematic Financial Management's IJS Position: Q2 2026 in Review

Systematic Financial Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 8 shares — an estimated $894 sold.

Systematic Financial Management first reported a position in IJS in Q1 2024 and held it in 6 quarters. The position peaked at $1.38K in Q1 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Systematic Financial Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
Systematic Financial Management sold 8 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $894.
Systematic Financial Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2024 and held it in 6 quarters.
Systematic Financial Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.38K in Q1 2024.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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