CAL
IJS icon

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

Capital Advisors Ltd’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 		$9.81M Buy
71,773
+431
+0.6% +$55.6K 0.99% 25
2026
Q1 		$8.45M Sell
71,342
-142
-0.2% -$17.2K 0.96% 24
2025
Q4 		$8.13M Sell
71,484
-588
-0.8% -$65.9K 0.92% 28
2025
Q3 		$7.97M Sell
72,072
-14
-0% -$1.49K 0.9% 26
2025
Q2 		$7.17M Sell
72,086
-1,074
-1% -$101K 0.88% 26
2025
Q1 		$7.13M Sell
73,160
-2,656
-4% -$280K 0.94% 24
2024
Q4 		$8.23M Sell
75,816
-692
-0.9% -$76.7K 1.04% 22
2024
Q3 		$8.24M Sell
76,508
-214
-0.3% -$22.2K 1.02% 23
2024
Q2 		$7.46M Sell
76,722
-662
-0.9% -$65.1K 0.97% 24
2024
Q1 		$7.95M Sell
77,384
-3,718
-5% -$369K 1.04% 21
2023
Q4 		$8.36M Sell
81,102
-1,587
-2% -$145K 1.17% 21
2023
Q3 		$7.38M Sell
82,689
-25
-0% -$2.38K 1.13% 21
2023
Q2 		$7.87M Sell
82,714
-186
-0.2% -$17K 1.18% 22
2023
Q1 		$7.76M Sell
82,900
-234
-0.3% -$22.9K 1.28% 20
2022
Q4 		$7.59M Buy
83,134
+1,387
+2% +$128K 1.32% 20
2022
Q3 		$6.74M Sell
81,747
-395
-0.5% -$36.5K 1.31% 19
2022
Q2 		$7.31M Buy
82,142
+3
+0% +$288 1.37% 18
2022
Q1 		$8.41M Buy
82,139
+1,170
+1% +$119K 1.4% 19
2021
Q4 		$8.46M Buy
80,969
+3
+0% +$314 1.37% 20
2021
Q3 		$8.15M Buy
80,966
+467
+0.6% +$47.1K 1.45% 19
2021
Q2 		$8.49M Sell
80,499
-381
-0.5% -$39.8K 1.52% 19
2021
Q1 		$8.15M Sell
80,880
-107
-0.1% -$10.1K 1.5% 16
2020
Q4 		$6.58M Sell
80,987
-5,003
-6% -$364K 1.45% 17
2020
Q3 		$5.26M Sell
85,990
-2,002
-2% -$126K 1.31% 19
2020
Q2 		$5.3M Buy
87,992
+4,852
+6% +$272K 1.4% 16
2020
Q1 		$4.16M Sell
83,140
-4,042
-5% -$280K 1.3% 20
2019
Q4 		$7.01M Sell
87,182
-1,904
-2% -$148K 1.79% 13
2019
Q3 		$6.99M Buy
89,086
+682
+0.8% +$50.1K 1.93% 13
2019
Q2 		$6.57M Sell
88,404
-4,922
-5% -$365K 1.86% 13
2019
Q1 		$6.88M Buy
93,326
+1,252
+1% +$92.5K 1.86% 14
2018
Q4 		$6.07M Buy
92,074
+2,136
+2% +$159K 1.79% 14
2018
Q3 		$7.51M Sell
89,938
-232
-0.3% -$19.6K 2.12% 11
2018
Q2 		$7.36M Buy
90,170
+886
+1% +$70.9K 2.3% 11
2018
Q1 		$6.73M Buy
89,284
+1,998
+2% +$154K 2.18% 12
2017
Q4 		$6.7M Buy
87,286
+248
+0.3% +$18.7K 2.21% 12
2017
Q3 		$6.45M Buy
87,038
+700
+0.8% +$48.8K 2.26% 12
2017
Q2 		$6.04M Sell
86,338
-6
-0% -$415 2.22% 11
2017
Q1 		$5.99M Buy
86,344
+3,082
+4% +$215K 2.31% 11
2016
Q4 		$5.83M Buy
83,262
+1,914
+2% +$125K 2.41% 11
2016
Q3 		$5.08M Buy
81,348
+402
+0.5% +$24.7K 2.23% 12
2016
Q2 		$4.73M Buy
80,946
+954
+1% +$54.7K 2.22% 12
2016
Q1 		$4.53M Buy
79,992
+1,524
+2% +$79K 2.26% 12
2015
Q4 		$4.24M Buy
78,468
+202
+0.3% +$11.2K 2.21% 12
2015
Q3 		$4.1M Buy
78,266
+1,668
+2% +$92.6K 2.26% 12
2015
Q2 		$4.51M Sell
76,598
-8
-0% -$476 2.34% 12
2015
Q1 		$4.55M Buy
76,606
+616
+0.8% +$35.8K 2.36% 11
2014
Q4 		$4.48M Sell
75,990
-206
-0.3% -$11.6K 2.44% 11
2014
Q3 		$4.09M Sell
76,196
-3,036
-4% -$171K 2.33% 12
2014
Q2 		$4.57M Buy
79,232
+1,384
+2% +$77.5K 2.56% 12
2014
Q1 		$4.42M Buy
77,848
+4,558
+6% +$252K 2.6% 12
2013
Q4 		$4.08M Buy
+73,290
New +$3.91M 2.71% 11

Other funds holding IJS

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Capital Advisors Ltd's IJS Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.6% in Q2 2026, buying an estimated $55.6K and bringing the position to 71,773 shares worth $9.81M. The position accounts for 0.99% of the portfolio, ranked #25.

Capital Advisors Ltd first reported a position in IJS in Q4 2013 and has held it in 51 quarters since. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Capital Advisors Ltd held 71,773 shares of iShares S&P Small-Cap 600 Value ETF worth $9.81M as of Q2 2026.
  • Capital Advisors Ltd bought 431 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $55.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.99% of Capital Advisors Ltd's portfolio in Q2 2026, its #25 holding.
  • Capital Advisors Ltd first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2013 and has held it in 51 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.