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BOLTON SECURITIES CORPORATION’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$113K Buy
882
+211
+31% +$28.6K ﹤0.01% 1085
2026
Q2 		$91.6K Buy
671
+3
+0.4% +$387 ﹤0.01% 1141
2026
Q1 		$79.1K Buy
+668
New +$80.7K ﹤0.01% 1112
2025
Q3 		$73.5K Buy
+664
New +$70.5K ﹤0.01% 1057
2025
Q1 		$64.3K Buy
+659
New +$69.5K ﹤0.01% 979

Other funds holding IJS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IJS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 31% in Q3 2026, buying an estimated $28.6K and bringing the position to 882 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

BOLTON SECURITIES CORPORATION first reported a position in IJS in Q1 2025 and has held it in 5 quarters since. 683 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 882 shares of iShares S&P Small-Cap 600 Value ETF worth $113K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 211 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $28.6K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1085 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 683 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.