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

Blue Edge Capital’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 		$4.71M Buy
39,779
+7,986
+25% +$965K 0.63% 43
2025
Q4 		$3.62M Sell
31,793
-7,285
-19% -$817K 0.48% 51
2025
Q3 		$4.32M Sell
39,078
-943
-2% -$100K 0.61% 44
2025
Q2 		$3.98M Sell
40,021
-472
-1% -$44.6K 0.59% 44
2025
Q1 		$3.95M Sell
40,493
-18,988
-32% -$2M 0.63% 42
2024
Q4 		$6.46M Buy
59,481
+9,902
+20% +$1.1M 1.02% 27
2024
Q3 		$5.34M Buy
49,579
+464
+0.9% +$48.2K 0.83% 33
2024
Q2 		$4.78M Sell
49,115
-716
-1% -$70.4K 0.79% 38
2024
Q1 		$5.12M Buy
49,831
+170
+0.3% +$16.9K 0.86% 33
2023
Q4 		$5.12M Buy
49,661
+22,271
+81% +$2.03M 0.96% 31
2023
Q3 		$2.44M Sell
27,390
-550
-2% -$52.4K 0.51% 55
2023
Q2 		$2.66M Sell
27,940
-32,968
-54% -$3.01M 0.54% 49
2023
Q1 		$5.7M Sell
60,908
-18,170
-23% -$1.78M 1.23% 25
2022
Q4 		$7.22M Buy
79,078
+2,959
+4% +$272K 1.65% 19
2022
Q3 		$6.28M Sell
76,119
-1,083
-1% -$100K 1.55% 20
2022
Q2 		$6.87M Buy
77,202
+2,705
+4% +$259K 1.6% 19
2022
Q1 		$7.63M Sell
74,497
-19,008
-20% -$1.94M 1.53% 20
2021
Q4 		$9.77M Buy
93,505
+580
+0.6% +$60.8K 1.89% 16
2021
Q3 		$9.35M Buy
92,925
+1,050
+1% +$106K 1.95% 16
2021
Q2 		$9.69M Sell
91,875
-295
-0.3% -$30.8K 2.01% 15
2021
Q1 		$9.29M Buy
92,170
+3,322
+4% +$314K 2.07% 16
2020
Q4 		$7.22M Buy
88,848
+20,524
+30% +$1.49M 1.74% 17
2020
Q3 		$4.18M Buy
68,324
+1,332
+2% +$83.7K 1.14% 25
2020
Q2 		$4.03M Buy
66,992
+8,296
+14% +$465K 1.21% 24
2020
Q1 		$2.93M Buy
58,696
+2,704
+5% +$187K 1.06% 30
2019
Q4 		$4.5M Buy
55,992
+3,112
+6% +$241K 1.42% 18
2019
Q3 		$3.97M Buy
52,880
+100
+0.2% +$7.35K 1.36% 20
2019
Q2 		$3.92M Buy
52,780
+2,088
+4% +$155K 1.37% 18
2019
Q1 		$3.74M Buy
50,692
+5,362
+12% +$396K 1.42% 15
2018
Q4 		$2.99M Sell
45,330
-74
-0.2% -$5.49K 1.29% 21
2018
Q3 		$3.79M Buy
45,404
+2,068
+5% +$175K 1.41% 18
2018
Q2 		$3.54M Buy
43,336
+15,860
+58% +$1.27M 1.42% 18
2018
Q1 		$2.07M Buy
27,476
+238
+0.9% +$18.3K 0.83% 33
2017
Q4 		$2.09M Buy
27,238
+2,072
+8% +$156K 0.84% 34
2017
Q3 		$1.87M Sell
25,166
-182
-0.7% -$12.7K 0.85% 35
2017
Q2 		$1.77M Buy
25,348
+720
+3% +$49.8K 0.84% 35
2017
Q1 		$1.71M Buy
24,628
+1,426
+6% +$99.3K 0.85% 38
2016
Q4 		$1.57M Buy
+23,202
New +$1.52M 0.88% 39

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

Blue Edge Capital's IJS Position: Q1 2026 in Review

Blue Edge Capital increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 25% in Q1 2026, buying an estimated $965K and bringing the position to 39,779 shares worth $4.71M. The position accounts for 0.63% of the portfolio, ranked #43.

Blue Edge Capital first reported a position in IJS in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.77M in Q4 2021. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Blue Edge Capital held 39,779 shares of iShares S&P Small-Cap 600 Value ETF worth $4.71M as of Q1 2026.
  • Blue Edge Capital bought 7,986 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $965K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.63% of Blue Edge Capital's portfolio in Q1 2026, its #43 holding.
  • Blue Edge Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Blue Edge Capital's iShares S&P Small-Cap 600 Value ETF position peaked at $9.77M in Q4 2021.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.