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Kendall Capital Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Kendall Capital Management’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 		$743K Hold
6,271
– – 0.15% 139
2025
Q4 		$713K Hold
6,271
– – 0.15% 139
2025
Q3 		$694K Buy
6,271
+42
+0.7% +$4.46K 0.16% 132
2025
Q2 		$620K Buy
6,229
+487
+8% +$46K 0.16% 134
2025
Q1 		$560K Sell
5,742
-209
-4% -$22.1K 0.16% 139
2024
Q4 		$646K Buy
5,951
+179
+3% +$19.8K 0.19% 133
2024
Q3 		$621K Buy
5,772
+495
+9% +$51.4K 0.19% 132
2024
Q2 		$513K Buy
+5,277
New +$519K 0.17% 138
2024
Q1 		– Sell
-2,005
Closed -$207K – 213
2023
Q4 		$207K Buy
+2,005
New +$183K 0.08% 196
2023
Q3 		– Sell
-2,211
Closed -$210K – 197
2023
Q2 		$210K Hold
2,211
– – 0.09% 189
2023
Q1 		$207K Buy
+2,211
New +$216K 0.1% 179
2022
Q2 		– Sell
-2,097
Closed -$215K – 170
2022
Q1 		$215K Buy
2,097
+64
+3% +$6.52K 0.1% 159
2021
Q4 		$212K Sell
2,033
-99
-5% -$10.4K 0.1% 160
2021
Q3 		$215K Hold
2,132
– – 0.12% 147
2021
Q2 		$225K Buy
2,132
+34
+2% +$3.55K 0.13% 142
2021
Q1 		$211K Buy
+2,098
New +$199K 0.13% 138
2020
Q1 		– Sell
-3,446
Closed -$277K – 106
2019
Q4 		$277K Buy
3,446
+12
+0.3% +$930 0.22% 97
2019
Q3 		$258K Sell
3,434
-64
-2% -$4.7K 0.23% 100
2019
Q2 		$260K Buy
3,498
+110
+3% +$8.16K 0.24% 98
2019
Q1 		$250K Sell
3,388
-388
-10% -$28.7K 0.24% 99
2018
Q4 		$249K Sell
3,776
-382
-9% -$28.4K 0.26% 93
2018
Q3 		$347K Sell
4,158
-256
-6% -$21.6K 0.3% 86
2018
Q2 		$360K Sell
4,414
-42,108
-91% -$3.37M 0.32% 87
2018
Q1 		$3.51M Buy
46,522
+512
+1% +$39.4K 3.04% 5
2017
Q4 		$3.53M Buy
+46,010
New +$3.46M 3.14% 5

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

Kendall Capital Management's IJS Position: Q1 2026 in Review

Kendall Capital Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 6,271 shares worth $743K. The position accounts for 0.15% of the portfolio, ranked #139.

Kendall Capital Management first reported a position in IJS in Q4 2017 and has held it in 25 quarters since. The position peaked at $3.53M in Q4 2017. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Kendall Capital Management held 6,271 shares of iShares S&P Small-Cap 600 Value ETF worth $743K as of Q1 2026.
  • Kendall Capital Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.15% of Kendall Capital Management's portfolio in Q1 2026, its #139 holding.
  • Kendall Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 25 quarters since.
  • Kendall Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $3.53M in Q4 2017.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.