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

Vickerman Investment 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	$967K	Hold	7,076	–	–	0.19%	64
2026 Q1	$838K	Sell	7,076 -306	-4%	-$37K	0.18%	58
2025 Q4	$839K	Sell	7,382 -27	-0.4%	-$3.03K	0.17%	58
2025 Q3	$819K	Hold	7,409	–	–	0.17%	58
2025 Q2	$737K	Sell	7,409 -158	-2%	-$14.9K	0.16%	59
2025 Q1	$738K	Hold	7,567	–	–	0.17%	60
2024 Q4	$822K	Sell	7,567 -35	-0.5%	-$3.88K	0.22%	52
2024 Q3	$818K	Sell	7,602 -11	-0.1%	-$1.14K	0.24%	52
2024 Q2	$741K	Hold	7,613	–	–	0.24%	52
2024 Q1	$782K	Sell	7,613 -52	-0.7%	-$5.16K	0.25%	52
2023 Q4	$790K	Sell	7,665 -1,303	-15%	-$119K	0.27%	52
2023 Q3	$800K	Sell	8,968 -13	-0.1%	-$1.24K	0.33%	52
2023 Q2	$854K	Sell	8,981 -79	-0.9%	-$7.22K	0.33%	52
2023 Q1	$848K	Sell	9,060 -280	-3%	-$27.4K	0.33%	51
2022 Q4	$853K	Buy	9,340 +3,568	+62%	+$329K	0.39%	55
2022 Q3	$476K	Sell	5,772 -89	-2%	-$8.23K	0.23%	59
2022 Q2	$522K	Sell	5,861 -12	-0.2%	-$1.15K	0.25%	60
2022 Q1	$562K	Sell	5,873 -68	-1%	-$6.93K	0.25%	60
2021 Q4	$621K	Sell	5,941 -7	-0.1%	-$734	0.25%	59
2021 Q3	$599K	Buy	+5,948	New	+$601K	0.24%	63

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

Vickerman Investment Advisors's IJS Position: Q2 2026 in Review

Vickerman Investment Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 7,076 shares worth $967K. The position accounts for 0.19% of the portfolio, ranked #64.

Vickerman Investment Advisors first reported a position in IJS in Q3 2021 and has held it in 20 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Vickerman Investment Advisors held 7,076 shares of iShares S&P Small-Cap 600 Value ETF worth $967K as of Q2 2026.
Vickerman Investment Advisors 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 0.19% of Vickerman Investment Advisors's portfolio in Q2 2026, its #64 holding.
Vickerman Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2021 and has held it in 20 quarters since.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.