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

Valeo 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 		$326K Buy
2,387
+458
+24% +$59.1K 0.01% 597
2026
Q1 		$228K Sell
1,929
-146
-7% -$17.6K 0.01% 651
2025
Q4 		$236K Buy
+2,075
New +$233K 0.01% 702
2023
Q4 		– Sell
-2,312
Closed -$206K – 692
2023
Q3 		$206K Sell
2,312
-62
-3% -$5.91K 0.01% 561
2023
Q2 		$226K Sell
2,374
-109
-4% -$9.96K 0.01% 507
2023
Q1 		$232K Buy
+2,483
New +$243K 0.01% 513
2021
Q2 		– Sell
-2,046
Closed -$206K – 1130
2021
Q1 		$206K Sell
2,046
-372
-15% -$35.2K 0.01% 435
2020
Q4 		$197K Sell
2,418
-106
-4% -$7.7K 0.01% 423
2020
Q3 		$154K Sell
2,524
-224
-8% -$14.1K 0.01% 373
2020
Q2 		$165K Sell
2,748
-1,468
-35% -$82.3K 0.02% 359
2020
Q1 		$231K Sell
4,216
-84
-2% -$5.82K 0.02% 270
2019
Q4 		$346K Sell
4,300
-88
-2% -$6.82K 0.03% 240
2019
Q3 		$329K Buy
4,388
+90
+2% +$6.61K 0.04% 218
2019
Q2 		$319K Buy
4,298
+2,002
+87% +$149K 0.04% 219
2019
Q1 		$169K Buy
2,296
+290
+14% +$21.4K 0.02% 314
2018
Q4 		$132K Buy
2,006
+114
+6% +$8.46K 0.02% 326
2018
Q3 		$142K Buy
1,892
+1,842
+3,684% +$156K 0.02% 332
2018
Q2 		$4K Sell
50
-38
-43% -$3.04K ﹤0.01% 1194
2018
Q1 		$7K Sell
88
-458
-84% -$35.2K ﹤0.01% 1023
2017
Q4 		$42K Buy
546
+50
+10% +$3.77K 0.01% 503
2017
Q3 		$37K Buy
+496
New +$34.6K 0.01% 454

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

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

Valeo Financial Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 24% in Q2 2026, buying an estimated $59.1K and bringing the position to 2,387 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #597.

Valeo Financial Advisors first reported a position in IJS in Q3 2017 and has held it in 21 quarters since. The position peaked at $346K in Q4 2019. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Valeo Financial Advisors held 2,387 shares of iShares S&P Small-Cap 600 Value ETF worth $326K as of Q2 2026.
  • Valeo Financial Advisors bought 458 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $59.1K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #597 holding.
  • Valeo Financial Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2017 and has held it in 21 quarters since.
  • Valeo Financial Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $346K in Q4 2019.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.