EK
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Evensky & Katz’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Evensky & Katz’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 		$3.47M Sell
29,313
-2,732
-9% -$330K 0.2% 35
2025
Q4 		$3.64M Sell
32,045
-310
-1% -$34.7K 0.21% 35
2025
Q3 		$3.58M Sell
32,355
-1,331
-4% -$141K 0.21% 36
2025
Q2 		$3.35M Sell
33,686
-9,672
-22% -$913K 0.2% 34
2025
Q1 		$4.23M Sell
43,358
-424
-1% -$44.7K 0.28% 30
2024
Q4 		$4.75M Sell
43,782
-1,317
-3% -$146K 0.31% 29
2024
Q3 		$4.86M Sell
45,099
-1,244
-3% -$129K 0.32% 27
2024
Q2 		$4.51M Sell
46,343
-4,576
-9% -$450K 0.31% 28
2024
Q1 		$5.23M Sell
50,919
-694
-1% -$68.9K 0.37% 25
2023
Q4 		$5.32M Buy
51,613
+65
+0.1% +$5.92K 0.4% 26
2023
Q3 		$4.6M Sell
51,548
-3,097
-6% -$295K 0.39% 25
2023
Q2 		$5.2M Sell
54,645
-631
-1% -$57.7K 0.39% 27
2023
Q1 		$5.17M Sell
55,276
-6,914
-11% -$676K 0.42% 27
2022
Q4 		$5.68M Sell
62,190
-8,278
-12% -$762K 0.51% 25
2022
Q3 		$5.81M Sell
70,468
-6,470
-8% -$599K 0.69% 24
2022
Q2 		$6.85M Sell
76,938
-8,061
-9% -$773K 0.78% 24
2022
Q1 		$8.7M Sell
84,999
-4,208
-5% -$429K 0.86% 23
2021
Q4 		$9.32M Sell
89,207
-4,720
-5% -$495K 0.9% 22
2021
Q3 		$9.46M Buy
93,927
+1,082
+1% +$109K 0.99% 21
2021
Q2 		$9.79M Buy
92,845
+1,672
+2% +$175K 1% 21
2021
Q1 		$9.19M Buy
91,173
+5,458
+6% +$517K 1.02% 21
2020
Q4 		$6.97M Buy
85,715
+2,811
+3% +$204K 0.86% 20
2020
Q3 		$5.08M Buy
82,904
+6,984
+9% +$439K 0.69% 23
2020
Q2 		$4.57M Buy
75,920
+60,962
+408% +$3.42M 0.66% 22
2020
Q1 		$747K Sell
14,958
-176
-1% -$12.2K 0.12% 47
2019
Q4 		$1.22M Sell
15,134
-164
-1% -$12.7K 0.17% 40
2019
Q3 		$1.15M Buy
15,298
+588
+4% +$43.2K 0.16% 48
2019
Q2 		$1.09M Sell
14,710
-398
-3% -$29.5K 0.15% 49
2019
Q1 		$1.11M Sell
15,108
-510
-3% -$37.7K 0.16% 47
2018
Q4 		$1.03M Buy
15,618
+756
+5% +$56.1K 0.17% 39
2018
Q3 		$1.24M Sell
14,862
-54
-0.4% -$4.56K 0.18% 31
2018
Q2 		$1.22M Sell
14,916
-136
-0.9% -$10.9K 0.21% 28
2018
Q1 		$1.14M Sell
15,052
-380
-2% -$29.2K 0.2% 27
2017
Q4 		$1.19M Buy
15,432
+1,198
+8% +$90.2K 0.19% 27
2017
Q3 		$1.05M Buy
14,234
+74
+0.5% +$5.16K 0.18% 29
2017
Q2 		$989K Sell
14,160
-196
-1% -$13.5K 0.18% 28
2017
Q1 		$992K Sell
14,356
-3,100
-18% -$216K 0.18% 27
2016
Q4 		$1.22M Buy
17,456
+334
+2% +$21.9K 0.23% 26
2016
Q3 		$1.07M Sell
17,122
-474
-3% -$29.1K 0.21% 27
2016
Q2 		$1.03M Sell
17,596
-1,940
-10% -$111K 0.23% 25
2016
Q1 		$1.11M Sell
19,536
-5,474
-22% -$284K 0.26% 26
2015
Q4 		$6.08M Buy
25,010
+2,664
+12% +$148K 1.46% 16
2015
Q3 		$1.17M Sell
22,346
-1,298
-5% -$72.1K 0.32% 26
2015
Q2 		$1.39M Sell
23,644
-1,482
-6% -$88.1K 0.37% 26
2015
Q1 		$1.49M Buy
+25,126
New +$1.46M 0.4% 24
2014
Q3 		– Sell
-732
Closed -$42K – 46
2014
Q2 		$42K Sell
732
-88
-11% -$4.92K 0.02% 23
2014
Q1 		$46K Hold
820
– – 0.02% 23
2013
Q4 		$45K Sell
820
-126
-13% -$6.73K 0.02% 24
2013
Q3 		$48K Buy
946
+2
+0.2% +$99 0.02% 23
2013
Q2 		$44K Buy
+944
New +$43.3K 0.02% 23

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

Evensky & Katz's IJS Position: Q1 2026 in Review

Evensky & Katz reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8.5% in Q1 2026, selling an estimated $330K and leaving 29,313 shares worth $3.47M. The position accounts for 0.2% of the portfolio, ranked #35.

Evensky & Katz first reported a position in IJS in Q2 2013 and has held it in 50 quarters since. The position peaked at $9.79M in Q2 2021. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Evensky & Katz held 29,313 shares of iShares S&P Small-Cap 600 Value ETF worth $3.47M as of Q1 2026.
  • Evensky & Katz sold 2,732 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $330K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.2% of Evensky & Katz's portfolio in Q1 2026, its #35 holding.
  • Evensky & Katz first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 50 quarters since.
  • Evensky & Katz's iShares S&P Small-Cap 600 Value ETF position peaked at $9.79M in Q2 2021.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.