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

Clearstead 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 		$847K Sell
6,195
-73
-1% -$9.42K 0.01% 594
2026
Q1 		$742K Buy
6,268
+2
+0% +$242 0.01% 610
2025
Q4 		$713K Buy
6,266
+350
+6% +$39.2K 0.01% 555
2025
Q3 		$654K Buy
5,916
+95
+2% +$10.1K 0.01% 556
2025
Q2 		$579K Hold
5,821
– – 0.01% 573
2025
Q1 		$567K Sell
5,821
-848
-13% -$89.5K 0.01% 542
2024
Q4 		$724K Buy
6,669
+496
+8% +$55K 0.01% 483
2024
Q3 		$665K Hold
6,173
– – 0.01% 506
2024
Q2 		$600K Buy
6,173
+4,229
+218% +$416K 0.01% 500
2024
Q1 		$196K Buy
1,944
+28
+1% +$2.78K 0.01% 472
2023
Q4 		$197K Hold
1,916
– – 0.01% 457
2023
Q3 		$171K Hold
1,916
– – 0.01% 449
2023
Q2 		$182K Hold
1,916
– – 0.01% 444
2023
Q1 		$179K Hold
1,916
– – 0.01% 411
2022
Q4 		$175K Sell
1,916
-215
-10% -$19.8K 0.01% 401
2022
Q3 		$176K Buy
2,131
+215
+11% +$19.9K 0.02% 379
2022
Q2 		$171K Hold
1,916
– – 0.01% 401
2022
Q1 		$196K Hold
1,916
– – 0.01% 408
2021
Q4 		$200K Hold
1,916
– – 0.01% 390
2021
Q3 		$193K Hold
1,916
– – 0.01% 377
2021
Q2 		$202K Hold
1,916
– – 0.02% 342
2021
Q1 		$193K Hold
1,916
– – 0.02% 338
2020
Q4 		$156K Sell
1,916
-202
-10% -$14.7K 0.01% 350
2020
Q3 		$130K Hold
2,118
– – 0.01% 333
2020
Q2 		$127K Sell
2,118
-30
-1% -$1.68K 0.01% 323
2020
Q1 		$107K Buy
+2,148
New +$149K 0.02% 320
2017
Q1 		– Sell
-2,904
Closed -$203K – 223
2016
Q4 		$203K Buy
+2,904
New +$190K 0.03% 201

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

Clearstead Advisors's IJS Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.2% in Q2 2026, selling an estimated $9.42K and leaving 6,195 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #594.

Clearstead Advisors first reported a position in IJS in Q4 2016 and has held it in 27 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Clearstead Advisors held 6,195 shares of iShares S&P Small-Cap 600 Value ETF worth $847K as of Q2 2026.
  • Clearstead Advisors sold 73 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $9.42K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #594 holding.
  • Clearstead Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2016 and has held it in 27 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.