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

Becker Capital Management’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	$3.03M	Hold	25,611	–	–	0.09%	116
2025 Q4	$2.91M	Hold	25,611	–	–	0.08%	126
2025 Q3	$2.83M	Hold	25,611	–	–	0.08%	125
2025 Q2	$2.55M	Hold	25,611	–	–	0.08%	124
2025 Q1	$2.5M	Hold	25,611	–	–	0.08%	126
2024 Q4	$2.78M	Hold	25,611	–	–	0.09%	124
2024 Q3	$2.76M	Hold	25,611	–	–	0.09%	125
2024 Q2	$2.49M	Hold	25,611	–	–	0.09%	122
2024 Q1	$2.63M	Hold	25,611	–	–	0.09%	120
2023 Q4	$2.64M	Hold	25,611	–	–	0.1%	116
2023 Q3	$2.3M	Hold	25,611	–	–	0.09%	122
2023 Q2	$2.44M	Hold	25,611	–	–	0.09%	117
2023 Q1	$2.4M	Buy	+25,611	New	+$2.5M	0.09%	118
2018 Q1	–	Sell	-7,166	Closed	-$550K	–	178
2017 Q4	$550K	Hold	7,166	–	–	0.02%	114
2017 Q3	$531K	Buy	+7,166	New	+$500K	0.02%	108

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

Becker Capital Management's IJS Position: Q1 2026 in Review

Becker Capital Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 25,611 shares worth $3.03M. The position accounts for 0.09% of the portfolio, ranked #116.

Becker Capital Management first reported a position in IJS in Q3 2017 and has held it in 15 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Becker Capital Management held 25,611 shares of iShares S&P Small-Cap 600 Value ETF worth $3.03M as of Q1 2026.
Becker Capital Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.09% of Becker Capital Management's portfolio in Q1 2026, its #116 holding.
Becker Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2017 and has held it in 15 quarters since.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.