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 Q3	$259K	Hold	2,020	–	–	0.1%	107
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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vawter Financial's IJS Position: Q3 2026 in Review

Vawter Financial held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 2,020 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #107.

Vawter Financial first reported a position in IJS in Q3 2024 and has held it in 7 quarters since. The position peaked at $276K in Q2 2026. 624 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Vawter Financial held 2,020 shares of iShares S&P Small-Cap 600 Value ETF worth $259K as of Q3 2026.
Vawter Financial 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 0.1% of Vawter Financial's portfolio in Q3 2026, its #107 holding.
Vawter Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 7 quarters since.
Vawter Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $276K in Q2 2026.
624 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Vawter Financial's 13F filing for Q3 2026, filed 10 Nov 2026.