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

American Investment Services’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 		$1.47M Sell
12,416
-344
-3% -$41.6K 0.33% 56
2025
Q4 		$1.45M Sell
12,760
-190
-1% -$21.3K 0.34% 58
2025
Q3 		$1.43M Hold
12,950
– – 0.34% 58
2025
Q2 		$1.29M Sell
12,950
-1,979
-13% -$187K 0.33% 59
2025
Q1 		$1.46M Buy
14,929
+36
+0.2% +$3.8K 0.26% 69
2024
Q4 		$1.62M Buy
14,893
+2,714
+22% +$301K 0.29% 63
2024
Q3 		$1.31M Sell
12,179
-111
-0.9% -$11.5K 0.22% 73
2024
Q2 		$1.2M Sell
12,290
-294
-2% -$28.9K 0.21% 71
2024
Q1 		$1.29M Sell
12,584
-174
-1% -$17.3K 0.23% 71
2023
Q4 		$1.31M Sell
12,758
-143
-1% -$13K 0.25% 70
2023
Q3 		$1.15M Buy
12,901
+817
+7% +$77.8K 0.25% 68
2023
Q2 		$1.15M Sell
12,084
-479
-4% -$43.8K 0.23% 68
2023
Q1 		$1.15M Hold
12,563
– – 0.24% 68
2022
Q4 		$1.15M Sell
12,563
-180
-1% -$16.6K 0.24% 68
2022
Q3 		$1.05M Hold
12,743
– – 0.25% 60
2022
Q2 		$1.14M Buy
12,743
+601
+5% +$57.6K 0.26% 57
2022
Q1 		$1.24M Sell
12,142
-479
-4% -$48.8K 0.27% 55
2021
Q4 		$1.32M Buy
12,621
+13
+0.1% +$1.36K 0.29% 56
2021
Q3 		$1.27M Hold
12,608
– – 0.28% 56
2021
Q2 		$1.33M Sell
12,608
-862
-6% -$90.1K 0.31% 54
2021
Q1 		$1.36M Sell
13,470
-1,049
-7% -$99.3K 0.37% 50
2020
Q4 		$1.18M Sell
14,519
-983
-6% -$71.4K 0.36% 47
2020
Q3 		$949K Buy
15,502
+2
+0% +$126 0.32% 49
2020
Q2 		$933K Buy
15,500
+2,598
+20% +$146K 0.33% 50
2020
Q1 		$645K Buy
12,902
+544
+4% +$37.7K 0.25% 71
2019
Q4 		$994K Sell
12,358
-398
-3% -$30.9K 0.3% 53
2019
Q3 		$958K Sell
12,756
-130
-1% -$9.55K 0.3% 58
2019
Q2 		$957K Sell
12,886
-40
-0.3% -$2.97K 0.3% 53
2019
Q1 		$953K Buy
12,926
+1,610
+14% +$119K 0.3% 48
2018
Q4 		$746K Buy
11,316
+1,282
+13% +$95.2K 0.27% 61
2018
Q3 		$837K Sell
10,034
-36
-0.4% -$3.04K 0.28% 60
2018
Q2 		$822K Hold
10,070
– – 0.28% 58
2018
Q1 		$759K Buy
10,070
+30
+0.3% +$2.31K 0.27% 60
2017
Q4 		$771K Sell
10,040
-264
-3% -$19.9K 0.28% 58
2017
Q3 		$764K Sell
10,304
-2,578
-20% -$180K 0.29% 60
2017
Q2 		$901K Buy
12,882
+400
+3% +$27.6K 0.36% 58
2017
Q1 		$865K Sell
12,482
-708
-5% -$49.3K 0.35% 59
2016
Q4 		$923K Sell
13,190
-910
-6% -$59.6K 0.39% 52
2016
Q3 		$880K Hold
14,100
– – 0.37% 54
2016
Q2 		$824K Sell
14,100
-120
-0.8% -$6.88K 0.36% 56
2016
Q1 		$806K Hold
14,220
– – 0.39% 50
2015
Q4 		$769K Sell
14,220
-300
-2% -$16.6K 0.42% 47
2015
Q3 		$761K Sell
14,520
-1,240
-8% -$68.9K 0.42% 42
2015
Q2 		$928K Sell
15,760
-130
-0.8% -$7.73K 0.5% 36
2015
Q1 		$945K Sell
15,890
-220
-1% -$12.8K 0.51% 38
2014
Q4 		$950K Sell
16,110
-510
-3% -$28.8K 0.52% 40
2014
Q3 		$892K Hold
16,620
– – 0.49% 40
2014
Q2 		$959K Sell
16,620
-334
-2% -$18.7K 0.52% 40
2014
Q1 		$962K Sell
16,954
-302
-2% -$16.7K 0.55% 29
2013
Q4 		$960K Sell
17,256
-1,276
-7% -$68.1K 0.57% 27
2013
Q3 		$947K Sell
18,532
-2,958
-14% -$147K 0.59% 27
2013
Q2 		$1M Buy
+21,490
New +$985K 0.63% 33

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

American Investment Services's IJS Position: Q1 2026 in Review

American Investment Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.7% in Q1 2026, selling an estimated $41.6K and leaving 12,416 shares worth $1.47M. The position accounts for 0.33% of the portfolio, ranked #56.

American Investment Services first reported a position in IJS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.62M in Q4 2024. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • American Investment Services held 12,416 shares of iShares S&P Small-Cap 600 Value ETF worth $1.47M as of Q1 2026.
  • American Investment Services sold 344 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $41.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.33% of American Investment Services's portfolio in Q1 2026, its #56 holding.
  • American Investment Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • American Investment Services's iShares S&P Small-Cap 600 Value ETF position peaked at $1.62M in Q4 2024.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.