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

Ulland Investment 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	$34K	Hold	250	–	–	0.03%	140
2026 Q1	$30K	Hold	250	–	–	0.03%	140
2025 Q4	$28K	Hold	250	–	–	0.02%	137
2025 Q3	$28K	Hold	250	–	–	0.02%	138
2025 Q2	$25K	Hold	250	–	–	0.02%	138
2025 Q1	$24K	Hold	250	–	–	0.02%	143
2024 Q4	$27K	Hold	250	–	–	0.02%	141
2024 Q3	$27K	Hold	250	–	–	0.02%	128
2024 Q2	$24K	Hold	250	–	–	0.02%	136
2024 Q1	$26K	Hold	250	–	–	0.02%	135
2023 Q4	$26K	Hold	250	–	–	0.03%	124
2023 Q3	$22K	Hold	250	–	–	0.02%	136
2023 Q2	$24K	Hold	250	–	–	0.02%	129
2023 Q1	$23K	Hold	250	–	–	0.03%	123
2022 Q4	$23K	Hold	250	–	–	0.03%	124
2022 Q3	$21K	Hold	250	–	–	0.02%	130
2022 Q2	$22K	Hold	250	–	–	0.02%	137
2022 Q1	$26K	Hold	250	–	–	0.02%	139
2021 Q4	$26K	Buy	+250	New	+$26.2K	0.02%	132

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

Ulland Investment Advisors's IJS Position: Q2 2026 in Review

Ulland Investment Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 250 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #140.

Ulland Investment Advisors first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Ulland Investment Advisors held 250 shares of iShares S&P Small-Cap 600 Value ETF worth $34K as of Q2 2026.
Ulland Investment Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #140 holding.
Ulland Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.