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

Taylor Financial Group’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 		$2.44M Sell
17,817
-433
-2% -$55.9K 1.34% 17
2026
Q1 		$2.16M Sell
18,250
-1,467
-7% -$177K 1.31% 17
2025
Q4 		$2.24M Sell
19,717
-364
-2% -$40.8K 1.32% 18
2025
Q3 		$2.22M Sell
20,081
-761
-4% -$80.8K 1.28% 19
2025
Q2 		$2.07M Buy
20,842
+366
+2% +$34.6K 1.29% 19
2025
Q1 		$2M Buy
20,476
+816
+4% +$86.1K 1.39% 19
2024
Q4 		$2.14M Buy
19,660
+1,005
+5% +$111K 1.48% 16
2024
Q3 		$2.01M Buy
18,655
+1,048
+6% +$109K 1.39% 18
2024
Q2 		$1.71M Buy
17,607
+1,023
+6% +$101K 1.32% 19
2024
Q1 		$1.7M Sell
16,584
-97
-0.6% -$9.63K 1.3% 20
2023
Q4 		$1.72M Buy
+16,681
New +$1.52M 1.41% 18

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Taylor Financial Group's IJS Position: Q2 2026 in Review

Taylor Financial Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.4% in Q2 2026, selling an estimated $55.9K and leaving 17,817 shares worth $2.44M. The position accounts for 1.34% of the portfolio, ranked #17.

Taylor Financial Group first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. 402 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Taylor Financial Group held 17,817 shares of iShares S&P Small-Cap 600 Value ETF worth $2.44M as of Q2 2026.
  • Taylor Financial Group sold 433 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $55.9K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.34% of Taylor Financial Group's portfolio in Q2 2026, its #17 holding.
  • Taylor Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 402 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.