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

BBR 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 		– Sell
-2,000
Closed -$227K – 273
2025
Q4 		$227K Hold
2,000
– – 0.01% 237
2025
Q3 		$221K Buy
+2,000
New +$212K 0.01% 241
2021
Q2 		– Sell
-7,082
Closed -$713K – 209
2021
Q1 		$713K Buy
+7,082
New +$670K 0.06% 109
2020
Q2 		– Sell
-4,126
Closed -$206K – 174
2020
Q1 		$206K Buy
4,126
+1,504
+57% +$104K 0.03% 134
2019
Q4 		$211K Buy
+2,622
New +$203K 0.02% 180

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

BBR Partners's IJS Position: Q1 2026 in Review

BBR Partners sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 2,000 shares — an estimated $227K sold.

BBR Partners first reported a position in IJS in Q4 2019 and held it in 5 quarters. The position peaked at $713K in Q1 2021. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • BBR Partners reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • BBR Partners sold 2,000 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $227K.
  • BBR Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 5 quarters.
  • BBR Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $713K in Q1 2021.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.