Cerity Partners
IJS icon

Cerity Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Cerity Partners’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 		$31M Buy
226,908
+30,791
+16% +$3.97M 0.04% 353
2026
Q1 		$23.2M Buy
196,117
+1,655
+0.9% +$200K 0.03% 399
2025
Q4 		$22.1M Sell
194,462
-1,422
-0.7% -$159K 0.03% 394
2025
Q3 		$21.7M Buy
195,884
+1,517
+0.8% +$161K 0.04% 365
2025
Q2 		$19.3M Sell
194,367
-244
-0.1% -$23K 0.03% 372
2025
Q1 		$19M Sell
194,611
-8,049
-4% -$849K 0.04% 348
2024
Q4 		$22M Buy
202,660
+5,800
+3% +$643K 0.05% 298
2024
Q3 		$21.2M Buy
196,860
+1,247
+0.6% +$130K 0.05% 308
2024
Q2 		$19M Sell
195,613
-5,469
-3% -$537K 0.05% 289
2024
Q1 		$20.7M Sell
201,082
-1,316
-0.7% -$131K 0.05% 288
2023
Q4 		$20.9M Buy
202,398
+8,769
+5% +$799K 0.07% 237
2023
Q3 		$17.3M Sell
193,629
-6,035
-3% -$575K 0.08% 212
2023
Q2 		$19M Buy
199,664
+47,770
+31% +$4.37M 0.07% 233
2023
Q1 		$14.1M Buy
151,894
+120,974
+391% +$11.8M 0.03% 300
2022
Q4 		$13.3M Sell
30,920
-111,340
-78% -$10.3M 0.08% 221
2022
Q3 		$11.7M Sell
142,260
-11,344
-7% -$1.05M 0.14% 136
2022
Q2 		$13.7M Buy
153,604
+38,516
+33% +$3.69M 0.15% 136
2022
Q1 		$152K Sell
115,088
-406
-0.4% -$41.4K ﹤0.01% 879
2021
Q4 		$354K Buy
+115,494
New +$12.1M 0.01% 718

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

Cerity Partners's IJS Position: Q2 2026 in Review

Cerity Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 16% in Q2 2026, buying an estimated $3.97M and bringing the position to 226,908 shares worth $31M. The position accounts for 0.04% of the portfolio, ranked #353.

Cerity Partners first reported a position in IJS in Q4 2021 and has held it in 19 quarters since. 885 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Cerity Partners held 226,908 shares of iShares S&P Small-Cap 600 Value ETF worth $31M as of Q2 2026.
  • Cerity Partners bought 30,791 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $3.97M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #353 holding.
  • Cerity Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 885 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.