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 Q2	$1.6M	Buy	11,717 +618	+6%	+$79.7K	0.42%	59
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 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

Hazlett, Burt & Watson's IJS Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.6% in Q2 2026, buying an estimated $79.7K and bringing the position to 11,717 shares worth $1.6M. The position accounts for 0.42% of the portfolio, ranked #59.

Hazlett, Burt & Watson first reported a position in IJS in Q1 2022 and has held it in 18 quarters since. 887 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Hazlett, Burt & Watson held 11,717 shares of iShares S&P Small-Cap 600 Value ETF worth $1.6M as of Q2 2026.
Hazlett, Burt & Watson bought 618 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $79.7K.
iShares S&P Small-Cap 600 Value ETF made up 0.42% of Hazlett, Burt & Watson's portfolio in Q2 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 18 quarters since.
887 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.