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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
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 $1.66T 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

Beacon Pointe Advisors's IJS Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 19% in Q1 2026, selling an estimated $1.77M and leaving 63,622 shares worth $7.54M. The position accounts for 0.04% of the portfolio, ranked #378.

Beacon Pointe Advisors first reported a position in IJS in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.9M in Q4 2025. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Beacon Pointe Advisors held 63,622 shares of iShares S&P Small-Cap 600 Value ETF worth $7.54M as of Q1 2026.
  • Beacon Pointe Advisors sold 14,661 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.77M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #378 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 28 quarters since.
  • Beacon Pointe Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $8.9M in Q4 2025.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.