WhitTier Trust Company’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

WhitTier Trust Company’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	$1.66M	Sell	12,326 -29	-0.2%	-$3.74K	0.03%	244
2026 Q1	$1.48M	Hold	12,355	–	–	0.03%	259
2025 Q4	$1.46M	Sell	12,355 -295	-2%	-$33.1K	0.03%	256
2025 Q3	$1.42M	Sell	12,650 -255	-2%	-$27.1K	0.03%	256
2025 Q2	$1.28M	Hold	12,905	–	–	0.03%	292
2025 Q1	$1.26M	Hold	12,905	–	–	0.03%	278
2024 Q4	$1.4M	Sell	12,905 -70	-0.5%	-$7.76K	0.03%	260
2024 Q3	$1.4M	Hold	12,975	–	–	0.04%	256
2024 Q2	$1.26M	Hold	12,975	–	–	0.04%	256
2024 Q1	$1.33M	Hold	12,975	–	–	0.04%	252
2023 Q4	$1.34M	Hold	12,975	–	–	0.04%	252
2023 Q3	$1.16M	Buy	12,975 +545	+4%	+$51.9K	0.04%	262
2023 Q2	$1.18M	Hold	12,430	–	–	0.04%	264
2023 Q1	$1.16M	Sell	12,430 -700	-5%	-$68.4K	0.04%	256
2022 Q4	$1.2M	Sell	13,130 -1,400	-10%	-$129K	0.05%	255
2022 Q3	$1.2M	Sell	14,530 -300	-2%	-$27.8K	0.05%	256
2022 Q2	$1.32M	Hold	14,830	–	–	0.05%	245
2022 Q1	$1.52M	Buy	14,830 +230	+2%	+$23.4K	0.06%	239
2021 Q4	$1.53M	Hold	14,600	–	–	0.06%	238
2021 Q3	$1.47M	Hold	14,600	–	–	0.06%	228
2021 Q2	$1.54M	Buy	14,600 +540	+4%	+$56.4K	0.06%	220
2021 Q1	$1.42M	Sell	14,060 -423	-3%	-$40K	0.06%	220
2020 Q4	$1.18M	Sell	14,483 -5,211	-26%	-$379K	0.06%	225
2020 Q3	$1.21M	Sell	19,694 -1,490	-7%	-$93.7K	0.07%	203
2020 Q2	$1.27M	Sell	21,184 -2,376	-10%	-$133K	0.08%	189
2020 Q1	$1.18M	Sell	23,560 -5,132	-18%	-$356K	0.09%	178
2019 Q4	$2.31M	Sell	28,692 -2,114	-7%	-$164K	0.15%	134
2019 Q3	$2.31M	Sell	30,806 -880	-3%	-$64.7K	0.16%	123
2019 Q2	$2.35M	Buy	31,686 +376	+1%	+$27.9K	0.17%	120
2019 Q1	$2.31M	Buy	31,310 +1,086	+4%	+$80.2K	0.17%	125
2018 Q4	$1.99M	Sell	30,224 -6,280	-17%	-$466K	0.16%	129
2018 Q3	$3.05M	Hold	36,504	–	–	0.22%	111
2018 Q2	$2.98M	Sell	36,504 -120	-0.3%	-$9.6K	0.23%	107
2018 Q1	$2.76M	Buy	36,624 +10,010	+38%	+$770K	0.23%	112
2017 Q4	$2.04M	Buy	26,614 +17,300	+186%	+$1.3M	0.17%	127
2017 Q3	$691K	Buy	9,314 +950	+11%	+$66.3K	0.06%	225
2017 Q2	$585K	Buy	8,364 +850	+11%	+$58.7K	0.06%	233
2017 Q1	$521K	Hold	7,514	–	–	0.05%	244
2016 Q4	$526K	Sell	7,514 -20	-0.3%	-$1.31K	0.06%	226
2016 Q3	$470K	Buy	7,534 +500	+7%	+$30.7K	0.05%	236
2016 Q2	$411K	Hold	7,034	–	–	0.05%	260
2016 Q1	$399K	Hold	7,034	–	–	0.05%	253
2015 Q4	$380K	Hold	7,034	–	–	0.04%	264
2015 Q3	$369K	Hold	7,034	–	–	0.05%	273
2015 Q2	$414K	Hold	7,034	–	–	0.05%	272
2015 Q1	$418K	Hold	7,034	–	–	0.05%	271
2014 Q4	$415K	Hold	7,034	–	–	0.05%	276
2014 Q3	$377K	Hold	7,034	–	–	0.04%	278
2014 Q2	$406K	Hold	7,034	–	–	0.05%	263
2014 Q1	$399K	Buy	7,034 +200	+3%	+$11.1K	0.05%	262
2013 Q4	$380K	Hold	6,834	–	–	0.05%	257
2013 Q3	$349K	Hold	6,834	–	–	0.05%	258
2013 Q2	$319K	Buy	+6,834	New	+$313K	0.05%	254

Other funds holding IJS

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WhitTier Trust Company's IJS Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.23% in Q2 2026, selling an estimated $3.74K and leaving 12,326 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #244.

WhitTier Trust Company first reported a position in IJS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.05M in Q3 2018. 426 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

WhitTier Trust Company held 12,326 shares of iShares S&P Small-Cap 600 Value ETF worth $1.66M as of Q2 2026.
WhitTier Trust Company sold 29 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $3.74K.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of WhitTier Trust Company's portfolio in Q2 2026, its #244 holding.
WhitTier Trust Company first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares S&P Small-Cap 600 Value ETF position peaked at $3.05M in Q3 2018.
426 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.