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

Tobias Financial Advisors’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	$1.87M	Sell	13,705 -38	-0.3%	-$4.9K	0.24%	51
2026 Q1	$1.63M	Sell	13,743 -15	-0.1%	-$1.81K	0.23%	53
2025 Q4	$1.56M	Sell	13,758 -1	-0%	-$112	0.22%	56
2025 Q3	$1.52M	Sell	13,759 -252	-2%	-$26.8K	0.23%	56
2025 Q2	$1.39M	Buy	14,011 +10	+0.1%	+$944	0.24%	58
2025 Q1	$1.36M	Sell	14,001 -14	-0.1%	-$1.48K	0.27%	50
2024 Q4	$1.52M	Buy	14,015 +744	+6%	+$82.5K	0.31%	47
2024 Q3	$1.43M	Buy	13,271 +12	+0.1%	+$1.25K	0.29%	45
2024 Q2	$1.29M	Buy	13,259 +11	+0.1%	+$1.08K	0.28%	46
2024 Q1	$1.36M	Hold	13,248	–	–	0.31%	45
2023 Q4	$1.37M	Buy	13,248 +23	+0.2%	+$2.1K	0.33%	45
2023 Q3	$1.18M	Hold	13,225	–	–	0.31%	51
2023 Q2	$1.26M	Hold	13,225	–	–	0.34%	47
2023 Q1	$1.24M	Sell	13,225 -109	-0.8%	-$10.7K	0.36%	44
2022 Q4	$1.22M	Sell	13,334 -142	-1%	-$13.1K	0.4%	44
2022 Q3	$1.11M	Buy	13,476 +474	+4%	+$43.9K	0.39%	43
2022 Q2	$1.16M	Sell	13,002 -22	-0.2%	-$2.11K	0.39%	46
2022 Q1	$1.33M	Buy	+13,024	New	+$1.33M	0.46%	42
2021 Q4	–	Sell	-13,869	Closed	-$1.4M	–	86
2021 Q3	$1.4M	Sell	13,869 -20	-0.1%	-$2.02K	0.52%	38
2021 Q2	$1.46M	Sell	13,889 -36	-0.3%	-$3.76K	0.58%	36
2021 Q1	$1.4M	Buy	13,925 +2,811	+25%	+$266K	0.59%	37
2020 Q4	$904K	Sell	11,114 -156	-1%	-$11.3K	0.41%	38
2020 Q3	$690K	Sell	11,270 -2,316	-17%	-$146K	0.38%	39
2020 Q2	$818K	Sell	13,586 -11,730	-46%	-$658K	0.48%	37
2020 Q1	$1.26M	Buy	25,316 +3,302	+15%	+$229K	0.91%	22
2019 Q4	$1.77M	Buy	+22,014	New	+$1.71M	1.13%	19

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

Tobias Financial Advisors's IJS Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.28% in Q2 2026, selling an estimated $4.9K and leaving 13,705 shares worth $1.87M. The position accounts for 0.24% of the portfolio, ranked #51.

Tobias Financial Advisors first reported a position in IJS in Q4 2019 and has held it in 26 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Tobias Financial Advisors held 13,705 shares of iShares S&P Small-Cap 600 Value ETF worth $1.87M as of Q2 2026.
Tobias Financial Advisors sold 38 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $4.9K.
iShares S&P Small-Cap 600 Value ETF made up 0.24% of Tobias Financial Advisors's portfolio in Q2 2026, its #51 holding.
Tobias Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 26 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.