USA FINANCIAL FORMULAS’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

USA FINANCIAL FORMULAS’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	$3.57M	Buy	+26,155	New	+$3.37M	0.65%	15

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

USA FINANCIAL FORMULAS's IJS Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 26,155 shares worth $3.57M. The stake represents 0.65% of the portfolio and ranks #15 among its holdings.

470 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

USA FINANCIAL FORMULAS held 26,155 shares of iShares S&P Small-Cap 600 Value ETF worth $3.57M as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.65% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #15 holding.
470 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.