BFM
IJS icon

Broadview Financial Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Broadview Financial 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
Q1 		$3.47M Sell
29,277
-261
-0.9% -$31.5K 2.37% 11
2025
Q4 		$3.36M Sell
29,538
-490
-2% -$54.9K 2.25% 13
2025
Q3 		$3.32M Sell
30,028
-1,187
-4% -$126K 2.24% 13
2025
Q2 		$3.11M Sell
31,215
-741
-2% -$70K 2.11% 13
2025
Q1 		$3.12M Sell
31,956
-220
-0.7% -$23.2K 2.32% 11
2024
Q4 		$3.49M Sell
32,176
-1,594
-5% -$177K 2.5% 11
2024
Q3 		$3.64M Buy
33,770
+58
+0.2% +$6.02K 2.46% 11
2024
Q2 		$3.28M Sell
33,712
-862
-2% -$84.7K 2.39% 11
2024
Q1 		$3.55M Sell
34,574
-114
-0.3% -$11.3K 2.59% 11
2023
Q4 		$3.58M Sell
34,688
-862
-2% -$78.5K 2.76% 11
2023
Q3 		$3.17M Sell
35,550
-638
-2% -$60.8K 2.93% 10
2023
Q2 		$3.44M Sell
36,188
-307
-0.8% -$28.1K 2.94% 10
2023
Q1 		$3.42M Buy
36,495
+100
+0.3% +$9.77K 2.98% 10
2022
Q4 		$3.32M Sell
36,395
-3,006
-8% -$277K 2.99% 10
2022
Q3 		$3.25M Sell
39,401
-103
-0.3% -$9.53K 3.25% 10
2022
Q2 		$3.52M Sell
39,504
-124
-0.3% -$11.9K 3.28% 10
2022
Q1 		$4.06M Buy
39,628
+32
+0.1% +$3.26K 3.01% 10
2021
Q4 		$4.14M Sell
39,596
-431
-1% -$45.2K 2.95% 11
2021
Q3 		$4.03M Sell
40,027
-509
-1% -$51.4K 3.12% 10
2021
Q2 		$4.27M Sell
40,536
-1,386
-3% -$145K 3.22% 10
2021
Q1 		$4.22M Sell
41,922
-10,075
-19% -$954K 3.28% 9
2020
Q4 		$4.23M Sell
51,997
-6,097
-10% -$443K 3.24% 9
2020
Q3 		$3.56M Sell
58,094
-2,700
-4% -$170K 3% 10
2020
Q2 		$3.66M Sell
60,794
-14,942
-20% -$838K 2.93% 11
2020
Q1 		$3.79M Buy
75,736
+4,992
+7% +$346K 3.38% 10
2019
Q4 		$5.69M Sell
70,744
-68
-0.1% -$5.27K 3.96% 9
2019
Q3 		$5.32M Buy
70,812
+74
+0.1% +$5.44K 3.95% 9
2019
Q2 		$5.26M Sell
70,738
-354
-0.5% -$26.3K 3.96% 9
2019
Q1 		$5.24M Sell
71,092
-526
-0.7% -$38.9K 4.08% 9
2018
Q4 		$4.72M Buy
71,618
+3,982
+6% +$296K 4.2% 8
2018
Q3 		$5.64M Sell
67,636
-1,094
-2% -$92.4K 5.07% 7
2018
Q2 		$5.61M Sell
68,730
-1,538
-2% -$123K 5.48% 6
2018
Q1 		$5.3M Buy
70,268
+1,554
+2% +$120K 5.23% 6
2017
Q4 		$5.28M Buy
+68,714
New +$5.17M 5.12% 7

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

Broadview Financial Management's IJS Position: Q1 2026 in Review

Broadview Financial Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.88% in Q1 2026, selling an estimated $31.5K and leaving 29,277 shares worth $3.47M. The position accounts for 2.37% of the portfolio, ranked #11.

Broadview Financial Management first reported a position in IJS in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.69M in Q4 2019. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Broadview Financial Management held 29,277 shares of iShares S&P Small-Cap 600 Value ETF worth $3.47M as of Q1 2026.
  • Broadview Financial Management sold 261 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $31.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 2.37% of Broadview Financial Management's portfolio in Q1 2026, its #11 holding.
  • Broadview Financial Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 34 quarters since.
  • Broadview Financial Management's iShares S&P Small-Cap 600 Value ETF position peaked at $5.69M in Q4 2019.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.