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Brighton Jones LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Brighton Jones LLC’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 		$914K Buy
+7,718
New +$932K 0.02% 487
2025
Q4 		– Sell
-7,474
Closed -$827K – 476
2025
Q3 		$827K Buy
7,474
+18
+0.2% +$1.91K 0.02% 453
2025
Q2 		$742K Sell
7,456
-265
-3% -$25K 0.02% 402
2025
Q1 		$753K Buy
7,721
+33
+0.4% +$3.48K 0.02% 304
2024
Q4 		$835K Buy
7,688
+436
+6% +$48.3K 0.02% 290
2024
Q3 		$781K Buy
7,252
+346
+5% +$35.9K 0.03% 249
2024
Q2 		$672K Sell
6,906
-51
-0.7% -$5.01K 0.02% 289
2024
Q1 		$715K Buy
6,957
+104
+2% +$10.3K 0.03% 280
2023
Q4 		$706K Buy
6,853
+172
+3% +$15.7K 0.03% 253
2023
Q3 		$596K Hold
6,681
– – 0.03% 255
2023
Q2 		$635K Sell
6,681
-42
-0.6% -$3.84K 0.03% 259
2023
Q1 		$629K Sell
6,723
-420
-6% -$41K 0.04% 243
2022
Q4 		$652K Buy
7,143
+246
+4% +$22.7K 0.04% 211
2022
Q3 		$569K Buy
6,897
+69
+1% +$6.38K 0.03% 224
2022
Q2 		$608K Buy
6,828
+3,383
+98% +$324K 0.04% 214
2022
Q1 		$353K Buy
3,445
+96
+3% +$9.79K 0.02% 333
2021
Q4 		$350K Sell
3,349
-164
-5% -$17.2K 0.02% 338
2021
Q3 		$354K Sell
3,513
-264
-7% -$26.7K 0.02% 326
2021
Q2 		$398K Buy
3,777
+497
+15% +$51.9K 0.02% 299
2021
Q1 		$330K Buy
3,280
+721
+28% +$68.3K 0.02% 294
2020
Q4 		$208K Buy
+2,559
New +$186K 0.01% 369
2020
Q1 		– Sell
-4,990
Closed -$401K – 303
2019
Q4 		$401K Buy
4,990
+108
+2% +$8.37K 0.04% 199
2019
Q3 		$367K Buy
4,882
+70
+1% +$5.14K 0.04% 199
2019
Q2 		$358K Hold
4,812
– – 0.04% 199
2019
Q1 		$355K Buy
4,812
+36
+0.8% +$2.66K 0.04% 206
2018
Q4 		$315K Hold
4,776
– – 0.05% 186
2018
Q3 		$399K Buy
4,776
+2,320
+94% +$196K 0.05% 173
2018
Q2 		$201K Buy
+2,456
New +$196K 0.03% 286

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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Brighton Jones LLC's IJS Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026: 7,718 shares worth $914K. The stake represents 0.02% of the portfolio and ranks #487 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IJS as recently as Q3 2025.

Brighton Jones LLC first reported a position in IJS in Q2 2018 and has held it in 28 quarters since. 847 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Brighton Jones LLC held 7,718 shares of iShares S&P Small-Cap 600 Value ETF worth $914K as of Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #487 holding.
  • Brighton Jones LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2018 and has held it in 28 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.