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Birch Hill Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Birch Hill Investment 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 		$3.61M Buy
26,434
+640
+2% +$82.6K 0.15% 68
2026
Q1 		$3.06M Buy
25,794
+30
+0.1% +$3.62K 0.14% 69
2025
Q4 		$2.93M Sell
25,764
-295
-1% -$33.1K 0.12% 73
2025
Q3 		$2.88M Sell
26,059
-2,868
-10% -$305K 0.12% 72
2025
Q2 		$2.88M Sell
28,927
-8,338
-22% -$787K 0.13% 72
2025
Q1 		$3.63M Sell
37,265
-3,092
-8% -$326K 0.17% 65
2024
Q4 		$4.38M Buy
40,357
+2,688
+7% +$298K 0.2% 66
2024
Q3 		$4.06M Buy
37,669
+5,858
+18% +$608K 0.19% 68
2024
Q2 		$3.09M Buy
31,811
+3,115
+11% +$306K 0.15% 70
2024
Q1 		$2.95M Buy
28,696
+15,485
+117% +$1.54M 0.14% 74
2023
Q4 		$1.36M Buy
13,211
+2,025
+18% +$185K 0.07% 90
2023
Q3 		$998K Sell
11,186
-714
-6% -$68K 0.06% 96
2023
Q2 		$1.13M Buy
11,900
+1,680
+16% +$154K 0.06% 90
2023
Q1 		$956K Buy
10,220
+2,735
+37% +$267K 0.06% 99
2022
Q4 		$683K Buy
+7,485
New +$689K 0.04% 106

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

Birch Hill Investment Advisors's IJS Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.5% in Q2 2026, buying an estimated $82.6K and bringing the position to 26,434 shares worth $3.61M. The position accounts for 0.15% of the portfolio, ranked #68.

Birch Hill Investment Advisors first reported a position in IJS in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.38M in Q4 2024. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Birch Hill Investment Advisors held 26,434 shares of iShares S&P Small-Cap 600 Value ETF worth $3.61M as of Q2 2026.
  • Birch Hill Investment Advisors bought 640 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $82.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.15% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Birch Hill Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Birch Hill Investment Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $4.38M in Q4 2024.
  • 584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.