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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Vawter Financial's IJS Position: Q1 2026 in Review

Vawter Financial held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 2,020 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #112.

Vawter Financial first reported a position in IJS in Q3 2024 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Vawter Financial held 2,020 shares of iShares S&P Small-Cap 600 Value ETF worth $239K as of Q1 2026.
  • Vawter Financial left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Vawter Financial's portfolio in Q1 2026, its #112 holding.
  • Vawter Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.