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 Q3	$560K	Hold	4,371	–	–	0.4%	38
2026 Q2	$597K	Hold	4,371	–	–	0.39%	38
2026 Q1	$518K	Buy	4,371 +80	+2%	+$9.7K	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Uptown Financial Advisors's IJS Position: Q3 2026 in Review

Uptown Financial Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 4,371 shares worth $560K. The position accounts for 0.4% of the portfolio, ranked #38.

Uptown Financial Advisors first reported a position in IJS in Q4 2024 and has held it in 8 quarters since. The position peaked at $597K in Q2 2026. 793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Uptown Financial Advisors held 4,371 shares of iShares S&P Small-Cap 600 Value ETF worth $560K as of Q3 2026.
Uptown Financial Advisors 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 0.4% of Uptown Financial Advisors's portfolio in Q3 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 8 quarters since.
Uptown Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $597K in Q2 2026.
793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Uptown Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.