Trust Company of Toledo’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Trust Company of Toledo’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 Q3	$38.8K	Hold	303	–	–	﹤0.01%	478
2026 Q2	$41.4K	Hold	303	–	–	﹤0.01%	500
2026 Q1	$35.9K	Hold	303	–	–	﹤0.01%	488
2025 Q4	$34.5K	Hold	303	–	–	﹤0.01%	476
2025 Q3	$33.5K	Hold	303	–	–	﹤0.01%	478
2025 Q2	$30.1K	Buy	+303	New	+$28.6K	﹤0.01%	477

Other funds holding IJS

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Trust Company of Toledo's IJS Position: Q3 2026 in Review

Trust Company of Toledo held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 303 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Trust Company of Toledo first reported a position in IJS in Q2 2025 and has held it in 6 quarters since. The position peaked at $41.4K in Q2 2026. 143 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Trust Company of Toledo held 303 shares of iShares S&P Small-Cap 600 Value ETF worth $38.8K as of Q3 2026.
Trust Company of Toledo left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q3 2026, its #478 holding.
Trust Company of Toledo first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 6 quarters since.
Trust Company of Toledo's iShares S&P Small-Cap 600 Value ETF position peaked at $41.4K in Q2 2026.
143 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Trust Company of Toledo's 13F filing for Q3 2026, filed 16 Oct 2026.