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

Israel Englander’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
2025
Q1 		– Sell
-3,060
Closed -$332K – 6112
2024
Q4 		$332K Buy
+3,060
New +$339K ﹤0.01% 5014
2023
Q2 		– Sell
-13,082
Closed -$1.22M – 6372
2023
Q1 		$1.22M Buy
+13,082
New +$1.28M ﹤0.01% 3907
2022
Q4 		– Sell
-3,706
Closed -$306K – 6769
2022
Q3 		$306K Buy
+3,706
New +$343K ﹤0.01% 5340
2022
Q2 		– Sell
-7,754
Closed -$794K – 7201
2022
Q1 		$794K Buy
+7,754
New +$790K ﹤0.01% 4749
2021
Q4 		– Sell
-4,965
Closed -$500K – 7070
2021
Q3 		$500K Buy
+4,965
New +$501K ﹤0.01% 5346
2021
Q2 		– Sell
-4,085
Closed -$412K – 6764
2021
Q1 		$412K Sell
4,085
-8,714
-68% -$825K ﹤0.01% 4981
2020
Q4 		$1.04M Buy
+12,799
New +$930K ﹤0.01% 3712
2020
Q1 		– Sell
-4,966
Closed -$399K – 4152
2019
Q4 		$399K Buy
4,966
+1,106
+29% +$85.7K ﹤0.01% 3509
2019
Q3 		$289K Buy
+3,860
New +$284K ﹤0.01% 3591
2019
Q2 		– Sell
-6,500
Closed -$480K – 4227
2019
Q1 		$480K Buy
+6,500
New +$480K ﹤0.01% 3297
2018
Q3 		– Sell
-3,350
Closed -$273K – 4073
2018
Q2 		$273K Buy
3,350
+106
+3% +$8.48K ﹤0.01% 3432
2018
Q1 		$245K Buy
+3,244
New +$249K ﹤0.01% 3296
2017
Q4 		– Sell
-9,182
Closed -$681K – 3920
2017
Q3 		$681K Buy
9,182
+6,206
+209% +$433K ﹤0.01% 2697
2017
Q2 		$208K Buy
+2,976
New +$206K ﹤0.01% 3179
2016
Q4 		– Sell
-72,458
Closed -$4.52M – 3500
2016
Q3 		$4.52M Buy
72,458
+50,156
+225% +$3.08M 0.01% 1396
2016
Q2 		$1.3M Buy
22,302
+14,170
+174% +$813K ﹤0.01% 2018
2016
Q1 		$461K Buy
8,132
+2,430
+43% +$126K ﹤0.01% 2561
2015
Q4 		$308K Sell
5,702
-5,410
-49% -$300K ﹤0.01% 2896
2015
Q3 		$582K Buy
+11,112
New +$617K ﹤0.01% 2578

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Israel Englander's IJS Position: Q1 2025 in Review

Israel Englander sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 3,060 shares — an estimated $332K sold.

Israel Englander first reported a position in IJS in Q3 2015 and held it in 19 quarters. The position peaked at $4.52M in Q3 2016. 801 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

  • Israel Englander reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Israel Englander sold 3,060 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $332K.
  • Israel Englander first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2015 and held it in 19 quarters.
  • Israel Englander's iShares S&P Small-Cap 600 Value ETF position peaked at $4.52M in Q3 2016.
  • 801 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.