Camelot Technology Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Camelot Technology Advisors’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 Q3	$257K	Buy	2,006 +4	+0.2%	+$543	0.17%	55
2026 Q2	$274K	Buy	2,002 +4	+0.2%	+$516	0.18%	54
2026 Q1	$237K	Buy	1,998 +2	+0.1%	+$242	0.17%	56
2025 Q4	$227K	Buy	1,996 +4	+0.2%	+$448	0.17%	52
2025 Q3	$220K	Buy	+1,992	New	+$212K	0.17%	54
2025 Q1	–	Sell	-1,980	Closed	-$215K	–	54
2024 Q4	$215K	Buy	1,980 +5	+0.3%	+$554	0.19%	52
2024 Q3	$213K	Buy	+1,975	New	+$205K	0.19%	57
2024 Q2	–	Sell	-1,966	Closed	-$202K	–	63
2024 Q1	$202K	Sell	1,966 -655	-25%	-$65K	0.19%	59
2023 Q4	$270K	Buy	+2,621	New	+$239K	0.28%	50

Other funds holding IJS

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Camelot Technology Advisors's IJS Position: Q3 2026 in Review

Camelot Technology Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.2% in Q3 2026, buying an estimated $543 and bringing the position to 2,006 shares worth $257K. The position accounts for 0.17% of the portfolio, ranked #55.

Camelot Technology Advisors first reported a position in IJS in Q4 2023 and has held it in 9 quarters since. The position peaked at $274K in Q2 2026. 258 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Camelot Technology Advisors held 2,006 shares of iShares S&P Small-Cap 600 Value ETF worth $257K as of Q3 2026.
Camelot Technology Advisors bought 4 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $543.
iShares S&P Small-Cap 600 Value ETF made up 0.17% of Camelot Technology Advisors's portfolio in Q3 2026, its #55 holding.
Camelot Technology Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 9 quarters since.
Camelot Technology Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $274K in Q2 2026.
258 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.