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

Uptown 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 		$597K Hold
4,371
– – 0.39% 38
2026
Q1 		$518K Buy
4,371
+80
+2% +$9.66K 0.41% 37
2025
Q4 		$488K Hold
4,291
– – 0.35% 40
2025
Q3 		$475K Hold
4,291
– – 0.39% 38
2025
Q2 		$427K Hold
4,291
– – 0.37% 40
2025
Q1 		$418K Hold
4,291
– – 0.43% 35
2024
Q4 		$466K Buy
+4,291
New +$476K 0.5% 33

Other funds holding IJS

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

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

Uptown Financial Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 4,371 shares worth $597K. The position accounts for 0.39% of the portfolio, ranked #38.

Uptown Financial Advisors first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Uptown Financial Advisors held 4,371 shares of iShares S&P Small-Cap 600 Value ETF worth $597K as of Q2 2026.
  • Uptown Financial 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 0.39% of Uptown Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Uptown Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.