JF
IJS icon

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

JSF Financial’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 		$550K Buy
4,640
+8
+0.2% +$966 0.11% 88
2025
Q4 		$527K Sell
4,632
-9
-0.2% -$1.01K 0.11% 86
2025
Q3 		$513K Buy
4,641
+11
+0.2% +$1.17K 0.11% 85
2025
Q2 		$461K Buy
4,630
+975
+27% +$92.1K 0.11% 87
2025
Q1 		$356K Sell
3,655
-64
-2% -$6.75K 0.09% 94
2024
Q4 		$404K Sell
3,719
-95
-2% -$10.5K 0.11% 90
2024
Q3 		$411K Buy
3,814
+36
+1% +$3.74K 0.12% 81
2024
Q2 		$368K Sell
3,778
-36
-0.9% -$3.54K 0.11% 84
2024
Q1 		$392K Sell
3,814
-679
-15% -$67.4K 0.12% 78
2023
Q4 		$463K Sell
4,493
-83
-2% -$7.56K 0.16% 68
2023
Q3 		$408K Sell
4,576
-63,696
-93% -$6.07M 0.16% 73
2023
Q2 		$6.49M Buy
68,272
+2,031
+3% +$186K 2.3% 10
2023
Q1 		$6.2M Buy
66,241
+1,536
+2% +$150K 2.32% 11
2022
Q4 		$5.91M Buy
64,705
+3,140
+5% +$289K 2.21% 16
2022
Q3 		$5.08M Buy
61,565
+4,515
+8% +$418K 1.93% 17
2022
Q2 		$5.08M Buy
57,050
+9,789
+21% +$939K 2.3% 12
2022
Q1 		$4.84M Buy
+47,261
New +$4.82M 2.06% 11
2020
Q1 		– Sell
-2,558
Closed -$206K – 65
2019
Q4 		$206K Buy
+2,558
New +$198K 0.2% 62

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

JSF Financial's IJS Position: Q1 2026 in Review

JSF Financial increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.17% in Q1 2026, buying an estimated $966 and bringing the position to 4,640 shares worth $550K. The position accounts for 0.11% of the portfolio, ranked #88.

JSF Financial first reported a position in IJS in Q4 2019 and has held it in 18 quarters since. The position peaked at $6.49M in Q2 2023. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • JSF Financial held 4,640 shares of iShares S&P Small-Cap 600 Value ETF worth $550K as of Q1 2026.
  • JSF Financial bought 8 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $966.
  • iShares S&P Small-Cap 600 Value ETF made up 0.11% of JSF Financial's portfolio in Q1 2026, its #88 holding.
  • JSF Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2019 and has held it in 18 quarters since.
  • JSF Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $6.49M in Q2 2023.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.