HBW
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Hazlett, Burt & Watson’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Hazlett, Burt & Watson’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 		$1.32M Buy
11,099
+1,300
+13% +$157K 0.41% 59
2025
Q4 		$1.11M Buy
9,799
+98
+1% +$11K 0.36% 67
2025
Q3 		$1.07M Buy
9,701
+129
+1% +$13.7K 0.38% 60
2025
Q2 		$953K Sell
9,572
-29
-0.3% -$2.74K 0.39% 58
2025
Q1 		$937K Buy
9,601
+1,366
+17% +$144K 0.42% 57
2024
Q4 		$895K Buy
8,235
+533
+7% +$59.1K 0.4% 62
2024
Q3 		$830K Buy
7,702
+53
+0.7% +$5.5K 0.38% 62
2024
Q2 		$744K Buy
7,649
+53
+0.7% +$5.21K 0.38% 59
2024
Q1 		$781K Buy
7,596
+211
+3% +$20.9K 0.47% 44
2023
Q4 		$761K Buy
7,385
+378
+5% +$34.4K 0.51% 40
2023
Q3 		$624K Buy
7,007
+428
+7% +$40.8K 0.47% 43
2023
Q2 		$626K Buy
6,579
+101
+2% +$9.23K 0.47% 38
2023
Q1 		$607K Buy
6,478
+10
+0.2% +$977 0.5% 35
2022
Q4 		$590K Buy
6,468
+10
+0.2% +$921 0.52% 35
2022
Q3 		$533K Buy
6,458
+21
+0.3% +$1.94K 0.52% 38
2022
Q2 		$573K Buy
6,437
+15
+0.2% +$1.44K 0.53% 39
2022
Q1 		$658K Buy
+6,422
New +$655K 0.52% 40

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

Hazlett, Burt & Watson's IJS Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 13% in Q1 2026, buying an estimated $157K and bringing the position to 11,099 shares worth $1.32M. The position accounts for 0.41% of the portfolio, ranked #59.

Hazlett, Burt & Watson first reported a position in IJS in Q1 2022 and has held it in 17 quarters since. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Hazlett, Burt & Watson held 11,099 shares of iShares S&P Small-Cap 600 Value ETF worth $1.32M as of Q1 2026.
  • Hazlett, Burt & Watson bought 1,300 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $157K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.41% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #59 holding.
  • Hazlett, Burt & Watson first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.