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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
Q2 		$938K Buy
6,865
+283
+4% +$36.5K 0.02% 613
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

Callan Family Office's IJS Position: Q2 2026 in Review

Callan Family Office increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.3% in Q2 2026, buying an estimated $36.5K and bringing the position to 6,865 shares worth $938K. The position accounts for 0.02% of the portfolio, ranked #613.

Callan Family Office first reported a position in IJS in Q4 2025 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Callan Family Office held 6,865 shares of iShares S&P Small-Cap 600 Value ETF worth $938K as of Q2 2026.
  • Callan Family Office bought 283 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $36.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #613 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 3 quarters since.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.