Insight Inv LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Insight Inv LLC’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 Q3	$159K	Hold	1,238	–	–	0.08%	89
2026 Q2	$169K	Sell	1,238 -299	-19%	-$38.6K	0.08%	91
2026 Q1	$182K	Sell	1,537 -36	-2%	-$4.35K	0.1%	88
2025 Q4	$179K	Sell	1,573 -216	-12%	-$24.2K	0.1%	94
2025 Q3	$198K	Sell	1,789 -1,535	-46%	-$163K	0.12%	94
2025 Q2	$331K	Sell	3,324 -47	-1%	-$4.44K	0.22%	75
2025 Q1	$329K	Hold	3,371	–	–	0.23%	76
2024 Q4	$366K	Buy	3,371 +2,933	+670%	+$325K	0.25%	75
2024 Q3	$47.2K	Hold	438	–	–	0.04%	85
2024 Q2	$42.6K	Hold	438	–	–	0.04%	84
2024 Q1	$45K	Hold	438	–	–	0.04%	85
2023 Q4	$45.1K	Hold	438	–	–	0.04%	82
2023 Q3	$37.4K	Hold	438	–	–	0.04%	81
2023 Q2	$41.6K	Hold	438	–	–	0.04%	84
2023 Q1	$41K	Hold	438	–	–	0.04%	83
2022 Q4	$40K	Hold	438	–	–	0.04%	89
2022 Q3	$36K	Hold	438	–	–	0.04%	91
2022 Q2	$39K	Hold	438	–	–	0.04%	123
2022 Q1	$45K	Hold	438	–	–	0.04%	93
2021 Q4	$46K	Buy	+438	New	+$45.9K	0.04%	98

Other funds holding IJS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Insight Inv LLC's IJS Position: Q3 2026 in Review

Insight Inv LLC held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 1,238 shares worth $159K. The position accounts for 0.08% of the portfolio, ranked #89.

Insight Inv LLC first reported a position in IJS in Q4 2021 and has held it in 20 quarters since. The position peaked at $366K in Q4 2024. 624 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Insight Inv LLC held 1,238 shares of iShares S&P Small-Cap 600 Value ETF worth $159K as of Q3 2026.
Insight Inv LLC left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.08% of Insight Inv LLC's portfolio in Q3 2026, its #89 holding.
Insight Inv LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 20 quarters since.
Insight Inv LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $366K in Q4 2024.
624 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Insight Inv LLC's 13F filing for Q3 2026, filed 27 Oct 2026.