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 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 $1.89T 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

Access Investment Management's IJS Position: Q2 2026 in Review

Access Investment Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.6% in Q2 2026, buying an estimated $25.3K and bringing the position to 32,764 shares worth $4.48M. The position accounts for 1.15% of the portfolio, ranked #29.

Access Investment Management first reported a position in IJS in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.08M in Q4 2023. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Access Investment Management held 32,764 shares of iShares S&P Small-Cap 600 Value ETF worth $4.48M as of Q2 2026.
Access Investment Management bought 196 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $25.3K.
iShares S&P Small-Cap 600 Value ETF made up 1.15% of Access Investment Management's portfolio in Q2 2026, its #29 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 10 quarters since.
Access Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $8.08M in Q4 2023.
886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.