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

Beckerman Institutional’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	$541K	Hold	4,568	–	–	0.29%	73
2025 Q4	$520K	Sell	4,568 -40	-0.9%	-$4.48K	0.29%	77
2025 Q3	$510K	Sell	4,608 -88	-2%	-$9.35K	0.3%	74
2025 Q2	$467K	Sell	4,696 -56	-1%	-$5.29K	0.31%	72
2025 Q1	$463K	Buy	4,752 +638	+16%	+$67.3K	0.34%	69
2024 Q4	$447K	Sell	4,114 -15	-0.4%	-$1.66K	0.36%	67
2024 Q3	$445K	Buy	+4,129	New	+$429K	0.37%	63

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

Beckerman Institutional's IJS Position: Q1 2026 in Review

Beckerman Institutional held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 4,568 shares worth $541K. The position accounts for 0.29% of the portfolio, ranked #73.

Beckerman Institutional first reported a position in IJS in Q3 2024 and has held it in 7 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Beckerman Institutional held 4,568 shares of iShares S&P Small-Cap 600 Value ETF worth $541K as of Q1 2026.
Beckerman Institutional 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 0.29% of Beckerman Institutional's portfolio in Q1 2026, its #73 holding.
Beckerman Institutional first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 7 quarters since.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.