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

Claro 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
Q2 		$1.24M Buy
9,080
+82
+0.9% +$10.6K 0.13% 135
2026
Q1 		$1.07M Buy
8,998
+187
+2% +$22.6K 0.13% 140
2025
Q4 		$1M Buy
8,811
+172
+2% +$19.3K 0.14% 134
2025
Q3 		$955K Buy
8,639
+171
+2% +$18.2K 0.14% 131
2025
Q2 		$842K Buy
8,468
+87
+1% +$8.22K 0.14% 139
2025
Q1 		$817K Sell
8,381
-257
-3% -$27.1K 0.11% 174
2024
Q4 		$938K Sell
8,638
-484
-5% -$53.6K 0.13% 149
2024
Q3 		$982K Sell
9,122
-39
-0.4% -$4.05K 0.13% 153
2024
Q2 		$891K Buy
9,161
+237
+3% +$23.3K 0.14% 148
2024
Q1 		$917K Sell
8,924
-14
-0.2% -$1.39K 0.16% 148
2023
Q4 		$921K Buy
8,938
+856
+11% +$78K 0.2% 115
2023
Q3 		$721K Buy
8,082
+116
+1% +$11K 0.18% 135
2023
Q2 		$757K Sell
7,966
-114
-1% -$10.4K 0.19% 137
2023
Q1 		$756K Sell
8,080
-21
-0.3% -$2.05K 0.22% 110
2022
Q4 		$740K Buy
8,101
+133
+2% +$12.2K 0.24% 101
2022
Q3 		$709K Hold
7,968
– – 0.28% 83
2022
Q2 		$709K Sell
7,968
-658
-8% -$63.1K 0.28% 83
2022
Q1 		$901K Hold
8,626
– – 0.32% 77
2021
Q4 		$901K Sell
8,626
-317
-4% -$33.2K 0.32% 77
2021
Q3 		$900K Sell
8,943
-379
-4% -$38.3K 0.38% 66
2021
Q2 		$983K Sell
9,322
-247
-3% -$25.8K 0.44% 55
2021
Q1 		$964K Sell
9,569
-88
-0.9% -$8.33K 0.49% 53
2020
Q4 		$785K Sell
9,657
-45
-0.5% -$3.27K 0.42% 68
2020
Q3 		$594K Buy
9,702
+606
+7% +$38.1K 0.38% 77
2020
Q2 		$547K Buy
9,096
+1,226
+16% +$68.7K 0.38% 76
2020
Q1 		$393K Buy
7,870
+512
+7% +$35.5K 0.37% 85
2019
Q4 		$592K Sell
7,358
-32
-0.4% -$2.48K 0.46% 63
2019
Q3 		$555K Sell
7,390
-34
-0.5% -$2.5K 0.49% 58
2019
Q2 		$552K Sell
7,424
-334
-4% -$24.8K 0.51% 58
2019
Q1 		$572K Buy
7,758
+686
+10% +$50.7K 0.57% 54
2018
Q4 		$590K Buy
+7,072
New +$525K 0.47% 46

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

Claro Advisors's IJS Position: Q2 2026 in Review

Claro Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.91% in Q2 2026, buying an estimated $10.6K and bringing the position to 9,080 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #135.

Claro Advisors first reported a position in IJS in Q4 2018 and has held it in 31 quarters since. 886 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Claro Advisors held 9,080 shares of iShares S&P Small-Cap 600 Value ETF worth $1.24M as of Q2 2026.
  • Claro Advisors bought 82 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $10.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.13% of Claro Advisors's portfolio in Q2 2026, its #135 holding.
  • Claro Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 886 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.