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Capital Investment Advisory Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Capital Investment Advisory Services’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 		$58.9K Hold
431
– – ﹤0.01% 915
2026
Q1 		$51.1K Buy
431
+79
+22% +$9.54K ﹤0.01% 860
2025
Q4 		$40K Hold
352
– – ﹤0.01% 866
2025
Q3 		$38.9K Sell
352
-3,869
-92% -$411K ﹤0.01% 814
2025
Q2 		$420K Buy
4,221
+748
+22% +$70.6K 0.03% 376
2025
Q1 		$339K Sell
3,473
-1,657
-32% -$175K 0.03% 407
2024
Q4 		$557K Sell
5,130
-79
-2% -$8.76K 0.05% 269
2024
Q3 		$561K Buy
5,209
+99
+2% +$10.3K 0.05% 275
2024
Q2 		$497K Sell
5,110
-241
-5% -$23.7K 0.05% 287
2024
Q1 		$550K Buy
5,351
+137
+3% +$13.6K 0.06% 279
2023
Q4 		$537K Buy
5,214
+787
+18% +$71.7K 0.05% 277
2023
Q3 		$395K Buy
4,427
+39
+0.9% +$3.71K 0.04% 330
2023
Q2 		$417K Buy
4,388
+1,077
+33% +$98.5K 0.04% 304
2023
Q1 		$310K Buy
3,311
+56
+2% +$5.47K 0.04% 353
2022
Q4 		$297K Buy
3,255
+161
+5% +$14.8K 0.04% 375
2022
Q3 		$255K Sell
3,094
-8
-0.3% -$740 0.03% 373
2022
Q2 		$276K Buy
3,102
+2,930
+1,703% +$281K 0.03% 374
2022
Q1 		$18K Hold
172
– – ﹤0.01% 702
2021
Q4 		$18K Sell
172
-140
-45% -$14.7K ﹤0.01% 682
2021
Q3 		$31K Hold
312
– – ﹤0.01% 598
2021
Q2 		$33K Hold
312
– – ﹤0.01% 615
2021
Q1 		$31K Hold
312
– – ﹤0.01% 575
2020
Q4 		$25K Hold
312
– – ﹤0.01% 562
2020
Q3 		$19K Buy
+312
New +$19.6K ﹤0.01% 513
2020
Q2 		– Sell
-230
Closed -$11K – 596
2020
Q1 		$11K Hold
230
– – ﹤0.01% 463
2019
Q4 		$18K Hold
230
– – ﹤0.01% 446
2019
Q3 		$17K Hold
230
– – ﹤0.01% 848
2019
Q2 		$17K Hold
230
– – 0.01% 823
2019
Q1 		$17K Hold
230
– – 0.01% 719
2018
Q4 		$15K Buy
+230
New +$17.1K 0.01% 704

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Capital Investment Advisory Services's IJS Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 431 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Capital Investment Advisory Services first reported a position in IJS in Q4 2018 and has held it in 30 quarters since. The position peaked at $561K in Q3 2024. 768 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Capital Investment Advisory Services held 431 shares of iShares S&P Small-Cap 600 Value ETF worth $58.9K as of Q2 2026.
  • Capital Investment Advisory Services 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 Capital Investment Advisory Services's portfolio in Q2 2026, its #915 holding.
  • Capital Investment Advisory Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Capital Investment Advisory Services's iShares S&P Small-Cap 600 Value ETF position peaked at $561K in Q3 2024.
  • 768 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.