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Cordatus Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Cordatus Wealth Management’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 		$9.49M Buy
80,110
+1,886
+2% +$228K 2.26% 9
2025
Q4 		$8.9M Sell
78,224
-182
-0.2% -$20.4K 2.06% 9
2025
Q3 		$8.67M Buy
+78,406
New +$8.33M 2.04% 9
2025
Q1 		– Sell
-71,776
Closed -$7.8M – 155
2024
Q4 		$7.8M Buy
71,776
+797
+1% +$88.3K 2.06% 10
2024
Q3 		$7.64M Buy
+70,979
New +$7.37M 2.75% 6

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

Cordatus Wealth Management's IJS Position: Q1 2026 in Review

Cordatus Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.4% in Q1 2026, buying an estimated $228K and bringing the position to 80,110 shares worth $9.49M. The position accounts for 2.26% of the portfolio, ranked #9.

Cordatus Wealth Management first reported a position in IJS in Q3 2024 and has held it in 5 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Cordatus Wealth Management held 80,110 shares of iShares S&P Small-Cap 600 Value ETF worth $9.49M as of Q1 2026.
  • Cordatus Wealth Management bought 1,886 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $228K.
  • iShares S&P Small-Cap 600 Value ETF made up 2.26% of Cordatus Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Cordatus Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.