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

Element Wealth’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 		$371K Buy
3,134
+4
+0.1% +$483 0.15% 136
2025
Q4 		$356K Buy
3,130
+12
+0.4% +$1.34K 0.15% 136
2025
Q3 		$345K Buy
3,118
+222
+8% +$23.6K 0.15% 128
2025
Q2 		$288K Buy
2,896
+11
+0.4% +$1.04K 0.13% 134
2025
Q1 		$281K Sell
2,885
-180
-6% -$19K 0.15% 121
2024
Q4 		$333K Buy
3,065
+12
+0.4% +$1.33K 0.17% 105
2024
Q3 		$329K Buy
3,053
+294
+11% +$30.5K 0.17% 110
2024
Q2 		$268K Buy
2,759
+14
+0.5% +$1.38K 0.15% 115
2024
Q1 		$282K Buy
2,745
+9
+0.3% +$893 0.17% 109
2023
Q4 		$282K Buy
2,736
+19
+0.7% +$1.73K 0.18% 103
2023
Q3 		$242K Buy
2,717
+211
+8% +$20.1K 0.17% 105
2023
Q2 		$238K Sell
2,506
-111
-4% -$10.1K 0.17% 105
2023
Q1 		$245K Sell
2,617
-191
-7% -$18.7K 0.18% 99
2022
Q4 		$256K Sell
2,808
-224
-7% -$20.6K 0.21% 94
2022
Q3 		$250K Buy
3,032
+18
+0.6% +$1.67K 0.23% 78
2022
Q2 		$268K Buy
3,014
+9
+0.3% +$863 0.27% 75
2022
Q1 		$308K Sell
3,005
-192
-6% -$19.6K 0.25% 77
2021
Q4 		$334K Buy
3,197
+14
+0.4% +$1.47K 0.25% 70
2021
Q3 		$320K Buy
3,183
+14
+0.4% +$1.41K 0.26% 69
2021
Q2 		$334K Buy
3,169
+7
+0.2% +$732 0.26% 66
2021
Q1 		$319K Buy
3,162
+10
+0.3% +$947 0.27% 67
2020
Q4 		$256K Sell
3,152
-148
-4% -$10.8K 0.24% 76
2020
Q3 		$202K Buy
3,300
+14
+0.4% +$880 0.22% 84
2020
Q2 		$198K Sell
3,286
-1,130
-26% -$63.3K 0.23% 79
2020
Q1 		$221K Sell
4,416
-38,538
-90% -$2.67M 0.31% 62
2019
Q4 		$3.45M Buy
+42,954
New +$3.33M 3.54% 10

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

Element Wealth's IJS Position: Q1 2026 in Review

Element Wealth increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.13% in Q1 2026, buying an estimated $483 and bringing the position to 3,134 shares worth $371K. The position accounts for 0.15% of the portfolio, ranked #136.

Element Wealth first reported a position in IJS in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.45M in Q4 2019. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Element Wealth held 3,134 shares of iShares S&P Small-Cap 600 Value ETF worth $371K as of Q1 2026.
  • Element Wealth bought 4 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $483.
  • iShares S&P Small-Cap 600 Value ETF made up 0.15% of Element Wealth's portfolio in Q1 2026, its #136 holding.
  • Element Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $3.45M in Q4 2019.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.