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

ERTS Wealth 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 		$449K Sell
3,794
-847
-18% -$102K 0.14% 21
2025
Q4 		$528K Sell
4,641
-193
-4% -$21.6K 0.17% 23
2025
Q3 		$535K Sell
4,834
-3,810
-44% -$405K 0.17% 23
2025
Q2 		$860K Sell
8,644
-888
-9% -$83.9K 0.3% 20
2025
Q1 		$929K Sell
9,532
-980
-9% -$103K 0.18% 32
2024
Q4 		$1.14M Buy
10,512
+625
+6% +$69.3K 0.22% 31
2024
Q3 		$1.06M Sell
9,887
-75
-0.8% -$7.79K 0.2% 32
2024
Q2 		$969K Buy
9,962
+262
+3% +$25.7K 0.19% 32
2024
Q1 		$997K Sell
9,700
-186
-2% -$18.5K 0.2% 30
2023
Q4 		$1.02M Sell
9,886
-220
-2% -$20K 0.22% 29
2023
Q3 		$902K Buy
10,106
+227
+2% +$21.6K 0.22% 30
2023
Q2 		$939K Buy
9,879
+321
+3% +$29.3K 0.22% 31
2023
Q1 		$895K Sell
9,558
-4,490
-32% -$439K 0.22% 32
2022
Q4 		$1.28M Sell
14,048
-613
-4% -$56.4K 0.33% 32
2022
Q3 		$1.21M Buy
14,661
+8
+0.1% +$740 0.34% 26
2022
Q2 		$1.3M Buy
14,653
+396
+3% +$38K 0.37% 25
2022
Q1 		$1.46M Buy
14,257
+2,793
+24% +$285K 0.41% 22
2021
Q4 		$1.2M Buy
11,464
+258
+2% +$27K 0.29% 28
2021
Q3 		$1.13M Buy
11,206
+346
+3% +$34.9K 0.3% 28
2021
Q2 		$1.15M Sell
10,860
-4,420
-29% -$462K 0.31% 27
2021
Q1 		$1.54M Sell
15,280
-2,190
-13% -$207K 0.46% 25
2020
Q4 		$1.42M Sell
17,470
-846
-5% -$61.5K 0.46% 25
2020
Q3 		$1.12M Sell
18,316
-3,652
-17% -$230K 0.42% 25
2020
Q2 		$1.32M Sell
21,968
-2,264
-9% -$127K 0.53% 23
2020
Q1 		$1.21M Buy
24,232
+18,258
+306% +$1.27M 0.59% 24
2019
Q4 		$480K Buy
5,974
+640
+12% +$49.6K 0.22% 45
2019
Q3 		$401K Sell
5,334
-264
-5% -$19.4K 0.2% 47
2019
Q2 		$416K Buy
5,598
+408
+8% +$30.3K 0.23% 50
2019
Q1 		$383K Buy
5,190
+2,340
+82% +$173K 0.23% 59
2018
Q4 		$188K Buy
+2,850
New +$212K 0.13% 75

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

ERTS Wealth Advisors's IJS Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 18% in Q1 2026, selling an estimated $102K and leaving 3,794 shares worth $449K. The position accounts for 0.14% of the portfolio, ranked #21.

ERTS Wealth Advisors first reported a position in IJS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.54M in Q1 2021. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • ERTS Wealth Advisors held 3,794 shares of iShares S&P Small-Cap 600 Value ETF worth $449K as of Q1 2026.
  • ERTS Wealth Advisors sold 847 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $102K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.14% of ERTS Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • ERTS Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • ERTS Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $1.54M in Q1 2021.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.