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

John Overdeck’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	$2.28M	Sell	16,700 -9,000	-35%	-$1.16M	﹤0.01%	2872
2026 Q1	$3.04M	Sell	25,700 -47,400	-65%	-$5.73M	﹤0.01%	2432
2025 Q4	$8.31M	Buy	73,100 +54,600	+295%	+$6.12M	0.01%	1250
2025 Q3	$2.05M	Buy	+18,500	New	+$1.96M	﹤0.01%	2108
2025 Q2	–	Sell	-94,100	Closed	-$9.17M	–	3345
2025 Q1	$9.17M	Buy	+94,100	New	+$9.93M	0.02%	801
2024 Q4	–	Sell	-23,500	Closed	-$2.53M	–	3332
2024 Q3	$2.53M	Buy	23,500 +8,200	+54%	+$852K	0.01%	1529
2024 Q2	$1.49M	Sell	15,300 -24,500	-62%	-$2.41M	﹤0.01%	1754
2024 Q1	$4.09M	Sell	39,800 -3,800	-9%	-$377K	0.01%	1084
2023 Q4	$4.49M	Buy	43,600 +10,000	+30%	+$911K	0.01%	1050
2023 Q3	$3M	Buy	33,600 +16,000	+91%	+$1.52M	0.01%	1153
2023 Q2	$1.67M	Buy	+17,600	New	+$1.61M	﹤0.01%	1572

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

John Overdeck's IJS Position: Q2 2026 in Review

John Overdeck reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 35% in Q2 2026, selling an estimated $1.16M and leaving 16,700 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

John Overdeck first reported a position in IJS in Q2 2023 and has held it in 11 quarters since. The position peaked at $9.17M in Q1 2025. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

John Overdeck held 16,700 shares of iShares S&P Small-Cap 600 Value ETF worth $2.28M as of Q2 2026.
John Overdeck sold 9,000 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.16M.
iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2872 holding.
John Overdeck first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2023 and has held it in 11 quarters since.
John Overdeck's iShares S&P Small-Cap 600 Value ETF position peaked at $9.17M in Q1 2025.
881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.