Arax Advisory Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Arax Advisory Partners’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	$1.23M	Buy	10,385 +6,386	+160%	+$771K	0.03%	375
2025 Q4	$455K	Buy	+3,999	New	+$448K	0.01%	632
2025 Q3	–	Sell	-225,907	Closed	-$22.5M	–	3943
2025 Q2	$22.5M	Buy	225,907 +225,841	+342,183%	+$21.3M	1.03%	25
2025 Q1	$6.43K	Hold	66	–	–	﹤0.01%	1696
2024 Q4	$7.14K	Buy	66 +1	+2%	+$111	﹤0.01%	1614
2024 Q3	$7.04K	Hold	65	–	–	﹤0.01%	1557
2024 Q2	$6.33K	Hold	65	–	–	﹤0.01%	1487
2024 Q1	$6.65K	Hold	65	–	–	﹤0.01%	852
2023 Q4	$6.65K	Sell	65 -2,367	-97%	-$216K	﹤0.01%	832
2023 Q3	$217K	Buy	2,432 +64	+3%	+$6.1K	0.03%	244
2023 Q2	$225K	Sell	2,368 -13,622	-85%	-$1.25M	0.03%	225
2023 Q1	$1.5M	Sell	15,990 -220,981	-93%	-$21.6M	0.2%	57
2022 Q4	$21.6M	Buy	+236,971	New	+$21.8M	2.99%	9
2022 Q2	–	Sell	-360,271	Closed	-$36.9M	–	1195
2022 Q1	$36.9M	Buy	+360,271	New	+$36.7M	4.91%	3
2021 Q3	–	Sell	-37,070	Closed	-$3.91M	–	1031
2021 Q2	$3.91M	Buy	+37,070	New	+$3.87M	0.53%	36
2019 Q4	–	Sell	-306	Closed	-$23K	–	598
2019 Q3	$23K	Buy	306 +198	+183%	+$14.6K	0.01%	404
2019 Q2	$8K	Buy	+108	New	+$8.01K	﹤0.01%	478
2018 Q4	–	Sell	-612	Closed	-$51K	–	574
2018 Q3	$51K	Buy	+612	New	+$51.7K	0.02%	286

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

Arax Advisory Partners's IJS Position: Q1 2026 in Review

Arax Advisory Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 160% in Q1 2026, buying an estimated $771K and bringing the position to 10,385 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #375.

Arax Advisory Partners first reported a position in IJS in Q3 2018 and has held it in 18 quarters since. The position peaked at $36.9M in Q1 2022. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Arax Advisory Partners held 10,385 shares of iShares S&P Small-Cap 600 Value ETF worth $1.23M as of Q1 2026.
Arax Advisory Partners bought 6,386 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $771K.
iShares S&P Small-Cap 600 Value ETF made up 0.03% of Arax Advisory Partners's portfolio in Q1 2026, its #375 holding.
Arax Advisory Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2018 and has held it in 18 quarters since.
Arax Advisory Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $36.9M in Q1 2022.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.