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

Coastal Bridge 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 		$16.6M Buy
121,232
+3,399
+3% +$438K 1.02% 23
2026
Q1 		$14M Buy
117,833
+11,566
+11% +$1.4M 0.99% 22
2025
Q4 		$12.1M Buy
106,267
+23,506
+28% +$2.63M 0.9% 23
2025
Q3 		$9.15M Buy
82,761
+825
+1% +$87.6K 0.69% 33
2025
Q2 		$8.15M Sell
81,936
-1,054
-1% -$99.5K 0.67% 34
2025
Q1 		$8.09M Buy
+82,990
New +$8.76M 2% 8

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

Coastal Bridge Advisors's IJS Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.9% in Q2 2026, buying an estimated $438K and bringing the position to 121,232 shares worth $16.6M. The position accounts for 1.02% of the portfolio, ranked #23.

Coastal Bridge Advisors first reported a position in IJS in Q1 2025 and has held it in 6 quarters since. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Coastal Bridge Advisors held 121,232 shares of iShares S&P Small-Cap 600 Value ETF worth $16.6M as of Q2 2026.
  • Coastal Bridge Advisors bought 3,399 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $438K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #23 holding.
  • Coastal Bridge Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.