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

Conservest Capital 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 		– Sell
-2,045
Closed -$233K – 131
2025
Q4 		$233K Hold
2,045
– – 0.02% 120
2025
Q3 		$226K Buy
+2,045
New +$217K 0.02% 119

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

Conservest Capital Advisors's IJS Position: Q1 2026 in Review

Conservest Capital Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 2,045 shares — an estimated $233K sold.

Conservest Capital Advisors first reported a position in IJS in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Conservest Capital Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Conservest Capital Advisors sold 2,045 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $233K.
  • Conservest Capital Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and held it in 2 quarters.
  • Conservest Capital Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $233K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Conservest Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.