Blue Bell Private Wealth Management
IJS icon

Blue Bell Private Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Blue Bell Private Wealth 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
Q3 		$287K Sell
2,237
-203
-8% -$27.6K 0.03% 252
2026
Q2 		$333K Hold
2,440
– – 0.04% 234
2026
Q1 		$289K Hold
2,440
– – 0.04% 230
2025
Q4 		$277K Hold
2,440
– – 0.04% 224
2025
Q3 		$270K Hold
2,440
– – 0.04% 220
2025
Q2 		$243K Sell
2,440
-281
-10% -$26.5K 0.04% 213
2025
Q1 		$265K Hold
2,721
– – 0.05% 187
2024
Q4 		$296K Hold
2,721
– – 0.06% 175
2024
Q3 		$293K Sell
2,721
-269
-9% -$27.9K 0.06% 175
2024
Q2 		$291K Hold
2,990
– – 0.06% 159
2024
Q1 		$307K Sell
2,990
-974
-25% -$96.7K 0.07% 150
2023
Q4 		$409K Sell
3,964
-2,429
-38% -$221K 0.1% 114
2023
Q3 		$570K Sell
6,393
-1,394
-18% -$133K 0.15% 82
2023
Q2 		$740K Sell
7,787
-1,904
-20% -$174K 0.2% 72
2023
Q1 		$907K Sell
9,691
-748
-7% -$73.1K 0.27% 57
2022
Q4 		$953K Sell
10,439
-309
-3% -$28.5K 0.31% 49
2022
Q3 		$886K Buy
10,748
+1,166
+12% +$108K 0.32% 45
2022
Q2 		$853K Buy
9,582
+8,032
+518% +$770K 0.29% 45
2022
Q1 		$159K Sell
1,550
-1,525
-50% -$155K 0.05% 120
2021
Q4 		$321K Hold
3,075
– – 0.08% 83
2021
Q3 		$312K Sell
3,075
-96
-3% -$9.7K 0.09% 68
2021
Q2 		$334K Sell
3,171
-386
-11% -$40.3K 0.1% 65
2021
Q1 		$358K Buy
+3,557
New +$337K 0.11% 61

Other funds holding IJS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Blue Bell Private Wealth Management's IJS Position: Q3 2026 in Review

Blue Bell Private Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8.3% in Q3 2026, selling an estimated $27.6K and leaving 2,237 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #252.

Blue Bell Private Wealth Management first reported a position in IJS in Q1 2021 and has held it in 23 quarters since. The position peaked at $953K in Q4 2022. 624 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Blue Bell Private Wealth Management held 2,237 shares of iShares S&P Small-Cap 600 Value ETF worth $287K as of Q3 2026.
  • Blue Bell Private Wealth Management sold 203 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $27.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q3 2026, its #252 holding.
  • Blue Bell Private Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 23 quarters since.
  • Blue Bell Private Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $953K in Q4 2022.
  • 624 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.