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

Access Investment Management’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	$4.3M	Buy	33,549 +785	+2%	+$107K	1.04%	34
2026 Q2	$4.48M	Buy	32,764 +196	+0.6%	+$25.3K	1.15%	29
2026 Q1	$3.86M	Sell	32,568 -2,817	-8%	-$340K	1.03%	34
2025 Q4	$3.91M	Hold	35,385	–	–	1.05%	32
2025 Q3	$3.91M	Buy	35,385 +335	+1%	+$35.6K	1.05%	32
2025 Q2	$3.49M	Buy	+35,050	New	+$3.31M	0.99%	31
2024 Q4	$3.76M	Buy	34,665 +230	+0.7%	+$25.5K	1.09%	29
2024 Q3	$3.71M	Buy	34,435 +60	+0.2%	+$6.23K	1.13%	27
2024 Q2	$3.34M	Sell	34,375 -38,940	-53%	-$3.83M	1.09%	29
2024 Q1	$7.53M	Sell	73,315 -5,035	-6%	-$500K	2.49%	12
2023 Q4	$8.08M	Buy	+78,350	New	+$7.14M	3.01%	11

Other funds holding IJS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Access Investment Management's IJS Position: Q3 2026 in Review

Access Investment Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.4% in Q3 2026, buying an estimated $107K and bringing the position to 33,549 shares worth $4.3M. The position accounts for 1.04% of the portfolio, ranked #34.

Access Investment Management first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.08M in Q4 2023. 793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Access Investment Management held 33,549 shares of iShares S&P Small-Cap 600 Value ETF worth $4.3M as of Q3 2026.
Access Investment Management bought 785 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $107K.
iShares S&P Small-Cap 600 Value ETF made up 1.04% of Access Investment Management's portfolio in Q3 2026, its #34 holding.
Access Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
Access Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $8.08M in Q4 2023.
793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Access Investment Management's 13F filing for Q3 2026, filed 23 Oct 2026.