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

True Link 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	–	Sell	-410	Closed	-$48.6K	–	236
2026 Q1	$48.6K	Buy	+410	New	+$49.5K	﹤0.01%	215
2024 Q1	–	Sell	-2,252	Closed	-$232K	–	68
2023 Q4	$232K	Hold	2,252	–	–	0.03%	57
2023 Q3	$201K	Hold	2,252	–	–	0.02%	103
2023 Q2	$214K	Hold	2,252	–	–	0.03%	112
2023 Q1	$211K	Hold	2,252	–	–	0.03%	118
2022 Q4	$206K	Buy	+2,252	New	+$207K	0.03%	115
2022 Q3	–	Sell	-12,768	Closed	-$1.14M	–	132
2022 Q2	$1.14M	Buy	12,768 +10,410	+441%	+$998K	0.17%	54
2022 Q1	$241K	Sell	2,358 -16,455	-87%	-$1.68M	0.03%	116
2021 Q4	$2.61M	Sell	18,813 -2,051	-10%	-$215K	0.35%	26
2021 Q3	$2.71M	Hold	20,864	–	–	0.37%	25
2021 Q2	$2.77M	Hold	20,864	–	–	0.41%	25
2021 Q1	$2.67M	Sell	20,864 -306	-1%	-$29K	0.39%	28
2020 Q4	$2.42M	Buy	+21,170	New	+$1.54M	0.38%	30

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

True Link Financial Advisors's IJS Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026, closing a stake of 410 shares — an estimated $48.6K sold.

True Link Financial Advisors first reported a position in IJS in Q4 2020 and held it in 13 quarters. The position peaked at $2.77M in Q2 2021. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

True Link Financial Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 410 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $48.6K.
True Link Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2020 and held it in 13 quarters.
True Link Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $2.77M in Q2 2021.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.