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Aptus Capital Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Aptus Capital Advisors’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 		$311K Buy
2,279
+389
+21% +$50.2K ﹤0.01% 929
2026
Q1 		$224K Buy
1,890
+435
+30% +$52.5K ﹤0.01% 978
2025
Q4 		$165K Buy
1,455
+57
+4% +$6.39K ﹤0.01% 1067
2025
Q3 		$155K Buy
1,398
+13
+0.9% +$1.38K ﹤0.01% 1022
2025
Q2 		$138K Buy
1,385
+2
+0.1% +$189 ﹤0.01% 1009
2025
Q1 		$135K Buy
1,383
+521
+60% +$55K ﹤0.01% 962
2024
Q4 		$93.6K Buy
862
+68
+9% +$7.54K ﹤0.01% 1024
2024
Q3 		$85.5K Sell
794
-738
-48% -$76.6K ﹤0.01% 875
2024
Q2 		$149K Sell
1,532
-44
-3% -$4.32K ﹤0.01% 765
2024
Q1 		$162K Buy
1,576
+1,183
+301% +$117K ﹤0.01% 755
2023
Q4 		$40.5K Buy
393
+3
+0.8% +$273 ﹤0.01% 696
2023
Q3 		$34.8K Buy
390
+89
+30% +$8.48K ﹤0.01% 718
2023
Q2 		$28.6K Sell
301
-439
-59% -$40.1K ﹤0.01% 632
2023
Q1 		$69.2K Buy
740
+1
+0.1% +$98 ﹤0.01% 540
2022
Q4 		$67.5K Buy
739
+1
+0.1% +$92 ﹤0.01% 571
2022
Q3 		$61K Buy
738
+2
+0.3% +$185 ﹤0.01% 536
2022
Q2 		$65K Buy
736
+441
+149% +$42.3K ﹤0.01% 450
2022
Q1 		$30K Buy
295
+1
+0.3% +$102 ﹤0.01% 541
2021
Q4 		$31K Buy
294
+1
+0.3% +$105 ﹤0.01% 448
2021
Q3 		$29K Buy
+293
New +$29.6K ﹤0.01% 438

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Aptus Capital Advisors's IJS Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 21% in Q2 2026, buying an estimated $50.2K and bringing the position to 2,279 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Aptus Capital Advisors first reported a position in IJS in Q3 2021 and has held it in 20 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Aptus Capital Advisors held 2,279 shares of iShares S&P Small-Cap 600 Value ETF worth $311K as of Q2 2026.
  • Aptus Capital Advisors bought 389 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $50.2K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #929 holding.
  • Aptus Capital Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.