Independent Family Office’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Independent Family Office’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	$1.19M	Hold	10,080	–	–	0.49%	36
2025 Q4	$1.15M	Hold	10,080	–	–	0.48%	35
2025 Q3	$1.11M	Hold	10,080	–	–	0.47%	37
2025 Q2	$1M	Hold	10,080	–	–	0.46%	39
2025 Q1	$983K	Hold	10,080	–	–	0.52%	36
2024 Q4	$1.09M	Hold	10,080	–	–	0.57%	33
2024 Q3	$1.09M	Hold	10,080	–	–	0.54%	36
2024 Q2	$980K	Hold	10,080	–	–	0.56%	32
2024 Q1	$1.04M	Hold	10,080	–	–	0.56%	33
2023 Q4	$1.04M	Hold	10,080	–	–	0.59%	32
2023 Q3	$899K	Hold	10,080	–	–	0.56%	32
2023 Q2	$959K	Hold	10,080	–	–	0.58%	32
2023 Q1	$943K	Hold	10,080	–	–	0.54%	33
2022 Q4	$920K	Hold	10,080	–	–	0.55%	34
2022 Q3	$831K	Sell	10,080 -559	-5%	-$51.7K	0.41%	35
2022 Q2	$897	Buy	10,639 +559	+6%	+$53.6K	0.44%	32
2022 Q1	$1.03M	Hold	10,080	–	–	0.34%	31
2021 Q4	$1.05M	Buy	+10,080	New	+$1.06M	0.4%	24
2021 Q3	–	Sell	-10,080	Closed	-$1.06M	–	56
2021 Q2	$1.06M	Hold	10,080	–	–	0.41%	20
2021 Q1	$1.01M	Hold	10,080	–	–	0.4%	22
2020 Q4	$820K	Hold	10,080	–	–	0.34%	29
2020 Q3	$617K	Hold	10,080	–	–	0.29%	31
2020 Q2	$607K	Hold	10,080	–	–	0.31%	29
2020 Q1	$504K	Hold	10,080	–	–	0.31%	30
2019 Q4	$810K	Buy	+10,080	New	+$781K	0.51%	24

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Independent Family Office's IJS Position: Q1 2026 in Review

Independent Family Office held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 10,080 shares worth $1.19M. The position accounts for 0.49% of the portfolio, ranked #36.

Independent Family Office first reported a position in IJS in Q4 2019 and has held it in 25 quarters since. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Independent Family Office held 10,080 shares of iShares S&P Small-Cap 600 Value ETF worth $1.19M as of Q1 2026.
Independent Family Office 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 0.49% of Independent Family Office's portfolio in Q1 2026, its #36 holding.
Independent Family Office first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 25 quarters since.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.