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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Claro Advisors's IJS Position: Q1 2026 in Review

Claro Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.1% in Q1 2026, buying an estimated $22.6K and bringing the position to 8,998 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #140.

Claro Advisors first reported a position in IJS in Q4 2018 and has held it in 30 quarters since. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Claro Advisors held 8,998 shares of iShares S&P Small-Cap 600 Value ETF worth $1.07M as of Q1 2026.
  • Claro Advisors bought 187 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $22.6K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.13% of Claro Advisors's portfolio in Q1 2026, its #140 holding.
  • Claro Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.