FM
IJS icon

Foster & Motley’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Foster & Motley’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 		$265K Hold
2,238
– – 0.01% 368
2025
Q4 		$255K Hold
2,238
– – 0.01% 364
2025
Q3 		$248K Hold
2,238
– – 0.01% 370
2025
Q2 		$223K Sell
2,238
-2
-0.1% -$189 0.01% 374
2025
Q1 		$218K Hold
2,240
– – 0.01% 365
2024
Q4 		$243K Buy
2,240
+2
+0.1% +$222 0.02% 350
2024
Q3 		$241K Sell
2,238
-428
-16% -$44.4K 0.02% 357
2024
Q2 		$259K Buy
2,666
+424
+19% +$41.7K 0.02% 346
2024
Q1 		$230K Sell
2,242
-35
-2% -$3.47K 0.02% 372
2023
Q4 		$235K Buy
+2,277
New +$207K 0.02% 366
2023
Q3 		– Sell
-2,277
Closed -$217K – 368
2023
Q2 		$217K Hold
2,277
– – 0.02% 375
2023
Q1 		$213K Hold
2,277
– – 0.02% 375
2022
Q4 		$208K Buy
+2,277
New +$210K 0.02% 367
2022
Q3 		– Sell
-2,276
Closed -$203K – 350
2022
Q2 		$203K Hold
2,276
– – 0.02% 345
2022
Q1 		$233K Sell
2,276
-12
-0.5% -$1.22K 0.02% 336
2021
Q4 		$239K Buy
+2,288
New +$240K 0.02% 333

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

Foster & Motley's IJS Position: Q1 2026 in Review

Foster & Motley held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 2,238 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #368.

Foster & Motley first reported a position in IJS in Q4 2021 and has held it in 16 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Foster & Motley held 2,238 shares of iShares S&P Small-Cap 600 Value ETF worth $265K as of Q1 2026.
  • Foster & Motley left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Foster & Motley's portfolio in Q1 2026, its #368 holding.
  • Foster & Motley first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.