Everest Management Corp’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Everest Management Corp’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 Q2	$1.12M	Hold	8,216	–	–	0.42%	33
2026 Q1	$973K	Hold	8,216	–	–	0.49%	31
2025 Q4	$934K	Sell	8,216 -2,067	-20%	-$232K	0.52%	28
2025 Q3	$1.14M	Hold	10,283	–	–	0.73%	24
2025 Q2	$1.02M	Hold	10,283	–	–	0.74%	26
2025 Q1	$1M	Hold	10,283	–	–	0.91%	21
2024 Q4	$1.12M	Buy	+10,283	New	+$1.14M	0.98%	20

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

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

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

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

PCIA

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Everest Management Corp's IJS Position: Q2 2026 in Review

Everest Management Corp held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 8,216 shares worth $1.12M. The position accounts for 0.42% of the portfolio, ranked #33.

Everest Management Corp first reported a position in IJS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q3 2025. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Everest Management Corp held 8,216 shares of iShares S&P Small-Cap 600 Value ETF worth $1.12M as of Q2 2026.
Everest Management Corp left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.42% of Everest Management Corp's portfolio in Q2 2026, its #33 holding.
Everest Management Corp first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
Everest Management Corp's iShares S&P Small-Cap 600 Value ETF position peaked at $1.14M in Q3 2025.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.