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

Beacon Pointe 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 		$8.27M Sell
60,485
-3,137
-5% -$405K 0.04% 394
2026
Q1 		$7.54M Sell
63,622
-14,661
-19% -$1.77M 0.04% 378
2025
Q4 		$8.9M Buy
78,283
+73,059
+1,399% +$8.19M 0.06% 275
2025
Q3 		$578K Sell
5,224
-914
-15% -$97.1K ﹤0.01% 961
2025
Q2 		$611K Hold
6,138
– – 0.01% 829
2025
Q1 		$598K Hold
6,138
– – 0.01% 801
2024
Q4 		$667K Buy
6,138
+454
+8% +$50.3K 0.01% 740
2024
Q3 		$612K Sell
5,684
-149
-3% -$15.5K 0.01% 783
2024
Q2 		$567K Sell
5,833
-710
-11% -$69.8K 0.01% 828
2024
Q1 		$672K Buy
6,543
+562
+9% +$55.8K 0.01% 803
2023
Q4 		$617K Sell
5,981
-950
-14% -$86.6K 0.01% 820
2023
Q3 		$618K Buy
6,931
+3,312
+92% +$315K 0.01% 797
2023
Q2 		$344K Sell
3,619
-2,072
-36% -$189K 0.01% 840
2023
Q1 		$533K Sell
5,691
-20
-0.4% -$1.95K 0.01% 746
2022
Q4 		$521K Buy
5,711
+1,481
+35% +$136K 0.01% 669
2022
Q3 		$349K Sell
4,230
-73
-2% -$6.75K 0.01% 754
2022
Q2 		$384K Sell
4,303
-896
-17% -$85.9K 0.01% 738
2022
Q1 		$532K Buy
5,199
+3,215
+162% +$328K 0.01% 795
2021
Q4 		$207K Sell
1,984
-420
-17% -$44K 0.01% 863
2021
Q3 		$242K Buy
2,404
+25
+1% +$2.52K 0.01% 786
2021
Q2 		$251K Buy
2,379
+329
+16% +$34.4K 0.01% 717
2021
Q1 		$205K Sell
2,050
-803
-28% -$76K 0.01% 502
2020
Q4 		$231K Buy
+2,853
New +$207K 0.02% 434
2020
Q2 		– Sell
-18,590
Closed -$926K – 406
2020
Q1 		$926K Buy
18,590
+13,260
+249% +$919K 0.15% 134
2019
Q4 		$426K Sell
5,330
-218
-4% -$16.9K 0.13% 139
2019
Q3 		$416K Sell
5,548
-306
-5% -$22.5K 0.18% 111
2019
Q2 		$434K Buy
5,854
+318
+6% +$23.6K 0.16% 127
2019
Q1 		$407K Sell
5,536
-3,910
-41% -$289K 0.15% 128
2018
Q4 		$625K Buy
+9,446
New +$701K 0.38% 74

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

Beacon Pointe Advisors's IJS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.9% in Q2 2026, selling an estimated $405K and leaving 60,485 shares worth $8.27M. The position accounts for 0.04% of the portfolio, ranked #394.

Beacon Pointe Advisors first reported a position in IJS in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.9M in Q4 2025. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Beacon Pointe Advisors held 60,485 shares of iShares S&P Small-Cap 600 Value ETF worth $8.27M as of Q2 2026.
  • Beacon Pointe Advisors sold 3,137 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $405K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #394 holding.
  • Beacon Pointe Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 29 quarters since.
  • Beacon Pointe Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $8.9M in Q4 2025.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.