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

Curi RMB Capital’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 		$241K Buy
2,037
+1
+0% +$121 ﹤0.01% 782
2025
Q4 		$232K Buy
+2,036
New +$228K ﹤0.01% 824

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

Curi RMB Capital's IJS Position: Q1 2026 in Review

Curi RMB Capital increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.05% in Q1 2026, buying an estimated $121 and bringing the position to 2,037 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Curi RMB Capital first reported a position in IJS in Q4 2025 and has held it in 2 quarters since. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Curi RMB Capital held 2,037 shares of iShares S&P Small-Cap 600 Value ETF worth $241K as of Q1 2026.
  • Curi RMB Capital bought 1 iShares S&P Small-Cap 600 Value ETF share in Q1 2026, an estimated $121.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #782 holding.
  • Curi RMB Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.