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

Caldwell Sutter 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 Q2	$9.3K	Hold	68	–	–	﹤0.01%	621
2026 Q1	$8.06K	Hold	68	–	–	﹤0.01%	586
2025 Q4	$7.74K	Sell	68 -18	-21%	-$2.02K	﹤0.01%	584
2025 Q3	$9.51K	Hold	86	–	–	﹤0.01%	558
2025 Q2	$8.56K	Hold	86	–	–	﹤0.01%	557
2025 Q1	$8.38K	Hold	86	–	–	﹤0.01%	563
2024 Q4	$9.34K	Hold	86	–	–	﹤0.01%	558
2024 Q3	$9.26K	Hold	86	–	–	﹤0.01%	564
2024 Q2	$8.37K	Hold	86	–	–	﹤0.01%	570
2024 Q1	$8.84K	Sell	86 -16	-16%	-$1.59K	﹤0.01%	560
2023 Q4	$10.5K	Hold	102	–	–	0.01%	542
2023 Q3	$9.1K	Hold	102	–	–	0.01%	541
2023 Q2	$9.7K	Buy	102 +52	+104%	+$4.75K	0.01%	531
2023 Q1	$4.68K	Buy	+50	New	+$4.88K	﹤0.01%	443

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Caldwell Sutter Capital's IJS Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 68 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Caldwell Sutter Capital first reported a position in IJS in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.5K in Q4 2023. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Caldwell Sutter Capital held 68 shares of iShares S&P Small-Cap 600 Value ETF worth $9.3K as of Q2 2026.
Caldwell Sutter Capital left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #621 holding.
Caldwell Sutter Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's iShares S&P Small-Cap 600 Value ETF position peaked at $10.5K in Q4 2023.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.