CFO
IJS icon

Callan Family Office’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Callan Family Office’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 		$780K Buy
6,582
+3,440
+109% +$416K 0.02% 630
2025
Q4 		$357K Buy
+3,142
New +$352K 0.01% 874

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

Callan Family Office's IJS Position: Q1 2026 in Review

Callan Family Office increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 109% in Q1 2026, buying an estimated $416K and bringing the position to 6,582 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #630.

Callan Family Office first reported a position in IJS in Q4 2025 and has held it in 2 quarters since. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Callan Family Office held 6,582 shares of iShares S&P Small-Cap 600 Value ETF worth $780K as of Q1 2026.
  • Callan Family Office bought 3,440 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $416K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #630 holding.
  • Callan Family Office first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.