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

IEQ Capital’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 		$814K Buy
6,871
+4
+0.1% +$483 ﹤0.01% 1117
2025
Q4 		$781K Buy
6,867
+10
+0.1% +$1.12K ﹤0.01% 1133
2025
Q3 		$758K Buy
6,857
+9
+0.1% +$956 ﹤0.01% 1119
2025
Q2 		$681K Sell
6,848
-22
-0.3% -$2.08K ﹤0.01% 1003
2025
Q1 		$670K Buy
6,870
+50
+0.7% +$5.28K 0.01% 870
2024
Q4 		$741K Buy
6,820
+10
+0.1% +$1.11K 0.01% 740
2024
Q3 		$733K Buy
6,810
+2,010
+42% +$209K 0.01% 633
2024
Q2 		$467K Sell
4,800
-1,400
-23% -$138K 0.01% 681
2024
Q1 		$637K Hold
6,200
– – 0.01% 562
2023
Q4 		$639K Hold
6,200
– – 0.01% 518
2023
Q3 		$553K Sell
6,200
-6
-0.1% -$571 0.01% 540
2023
Q2 		$590K Hold
6,206
– – 0.01% 512
2023
Q1 		$581K Buy
6,206
+4,000
+181% +$391K 0.01% 532
2022
Q4 		$201K Sell
2,206
-306
-12% -$28.2K 0.01% 741
2022
Q3 		$207K Buy
+2,512
New +$232K 0.01% 762
2022
Q2 		– Sell
-2,206
Closed -$226K – 818
2022
Q1 		$226K Sell
2,206
-24
-1% -$2.45K 0.01% 724
2021
Q4 		$233K Buy
+2,230
New +$234K 0.01% 662

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

IEQ Capital's IJS Position: Q1 2026 in Review

IEQ Capital increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.06% in Q1 2026, buying an estimated $483 and bringing the position to 6,871 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

IEQ Capital first reported a position in IJS in Q4 2021 and has held it in 17 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • IEQ Capital held 6,871 shares of iShares S&P Small-Cap 600 Value ETF worth $814K as of Q1 2026.
  • IEQ Capital bought 4 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $483.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1117 holding.
  • IEQ Capital first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 17 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.