Envestnet Portfolio Solutions’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Envestnet Portfolio Solutions’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	-15,445	Closed	-$1.76M	–	1393
2025 Q4	$1.76M	Sell	15,445 -414	-3%	-$46.4K	0.01%	576
2025 Q3	$1.75M	Buy	15,859 +301	+2%	+$32K	0.01%	562
2025 Q2	$1.55M	Buy	15,558 +729	+5%	+$68.8K	0.01%	645
2025 Q1	$1.45M	Buy	14,829 +53	+0.4%	+$5.59K	0.01%	690
2024 Q4	$1.6M	Sell	14,776 -191	-1%	-$21.2K	0.01%	748
2024 Q3	$1.61M	Buy	14,967 +1,758	+13%	+$183K	0.01%	739
2024 Q2	$1.28M	Buy	13,209 +1,537	+13%	+$151K	﹤0.01%	777
2024 Q1	$1.2M	Sell	11,672 -107,873	-90%	-$10.7M	﹤0.01%	794
2023 Q4	$12.3M	Buy	+119,545	New	+$10.9M	0.05%	184

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Envestnet Portfolio Solutions's IJS Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 15,445 shares — an estimated $1.76M sold.

Envestnet Portfolio Solutions first reported a position in IJS in Q4 2023 and held it in 9 quarters. The position peaked at $12.3M in Q4 2023. 851 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 15,445 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.76M.
Envestnet Portfolio Solutions first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's iShares S&P Small-Cap 600 Value ETF position peaked at $12.3M in Q4 2023.
851 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.