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

Team 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 		– Sell
-125
Closed -$14.8K – 149
2026
Q1 		$14.8K Hold
125
– – 0.01% 181
2025
Q4 		$14.2K Buy
125
+1
+0.8% +$112 0.01% 172
2025
Q3 		$13.8K Hold
124
– – 0.01% 168
2025
Q2 		$12.3K Buy
+124
New +$11.7K 0.01% 164

Other funds holding IJS

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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Team Financial Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 125 shares — an estimated $14.8K sold.

Team Financial Group first reported a position in IJS in Q2 2025 and held it in 4 quarters. The position peaked at $14.8K in Q1 2026. 289 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Team Financial Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 125 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $14.8K.
  • Team Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $14.8K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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