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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Access Investment Management's IJS Position: Q1 2026 in Review

Access Investment Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8% in Q1 2026, selling an estimated $340K and leaving 32,568 shares worth $3.86M. The position accounts for 1.03% of the portfolio, ranked #34.

Access Investment Management first reported a position in IJS in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.08M in Q4 2023. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Access Investment Management held 32,568 shares of iShares S&P Small-Cap 600 Value ETF worth $3.86M as of Q1 2026.
Access Investment Management sold 2,817 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $340K.
iShares S&P Small-Cap 600 Value ETF made up 1.03% of Access Investment Management's portfolio in Q1 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 9 quarters since.
Access Investment Management's iShares S&P Small-Cap 600 Value ETF position peaked at $8.08M in Q4 2023.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.