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

Keel Point’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	–	Sell	-1,953	Closed	-$222K	–	520
2025 Q4	$222K	Sell	1,953 -14	-0.7%	-$1.57K	0.01%	480
2025 Q3	$218K	Buy	+1,967	New	+$209K	0.01%	482
2025 Q1	–	Sell	-2,066	Closed	-$224K	–	479
2024 Q4	$224K	Buy	+2,066	New	+$229K	0.02%	391
2019 Q2	–	Sell	-3,626	Closed	-$268K	–	192
2019 Q1	$268K	Buy	3,626 +182	+5%	+$13.4K	0.03%	165
2018 Q4	$227K	Buy	+3,444	New	+$256K	0.03%	179

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

Keel Point's IJS Position: Q1 2026 in Review

Keel Point sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 1,953 shares — an estimated $222K sold.

Keel Point first reported a position in IJS in Q4 2018 and held it in 5 quarters. The position peaked at $268K in Q1 2019. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Keel Point reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Keel Point sold 1,953 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $222K.
Keel Point first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and held it in 5 quarters.
Keel Point's iShares S&P Small-Cap 600 Value ETF position peaked at $268K in Q1 2019.
843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.