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

Vawter Financial’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	$276K	Hold	2,020	–	–	0.1%	103
2026 Q1	$239K	Hold	2,020	–	–	0.1%	112
2025 Q4	$230K	Hold	2,020	–	–	0.1%	109
2025 Q3	$223K	Buy	+2,020	New	+$215K	0.1%	107
2025 Q1	–	Sell	-2,020	Closed	-$219K	–	105
2024 Q4	$219K	Hold	2,020	–	–	0.13%	89
2024 Q3	$217K	Buy	+2,020	New	+$210K	0.13%	88

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

Vawter Financial's IJS Position: Q2 2026 in Review

Vawter Financial held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,020 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #103.

Vawter Financial first reported a position in IJS in Q3 2024 and has held it in 6 quarters since. 887 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Vawter Financial held 2,020 shares of iShares S&P Small-Cap 600 Value ETF worth $276K as of Q2 2026.
Vawter Financial 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 0.1% of Vawter Financial's portfolio in Q2 2026, its #103 holding.
Vawter Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 6 quarters since.
887 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.