Ferguson Wellman Capital Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Ferguson Wellman Capital Management’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	$301K	Hold	2,205	–	–	﹤0.01%	370
2026 Q1	$261K	Buy	+2,205	New	+$266K	﹤0.01%	364
2017 Q4	–	Sell	-3,344	Closed	-$248K	–	357
2017 Q3	$248K	Sell	3,344 -1,082	-24%	-$75.5K	0.01%	304
2017 Q2	$309K	Sell	4,426 -32	-0.7%	-$2.21K	0.01%	280
2017 Q1	$309K	Sell	4,458 -78	-2%	-$5.43K	0.01%	272
2016 Q4	$318K	Sell	4,536 -8	-0.2%	-$524	0.01%	272
2016 Q3	$284K	Buy	+4,544	New	+$279K	0.01%	268

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

Ferguson Wellman Capital Management's IJS Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,205 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Ferguson Wellman Capital Management first reported a position in IJS in Q3 2016 and has held it in 7 quarters since. The position peaked at $318K in Q4 2016. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Ferguson Wellman Capital Management held 2,205 shares of iShares S&P Small-Cap 600 Value ETF worth $301K as of Q2 2026.
Ferguson Wellman Capital Management 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 ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #370 holding.
Ferguson Wellman Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2016 and has held it in 7 quarters since.
Ferguson Wellman Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $318K in Q4 2016.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.