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Laurel Wealth Advisors (North Carolina)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,185
Closed -$135K – 409
2025
Q4 		$135K Buy
+1,185
New +$133K 0.02% 217
2025
Q2 		– Sell
-1,185
Closed -$115K – 419
2025
Q1 		$115K Hold
1,185
– – 0.02% 220
2024
Q4 		$129K Hold
1,185
– – 0.02% 209
2024
Q3 		$128K Hold
1,185
– – 0.02% 212
2024
Q2 		$115K Sell
1,185
-192
-14% -$18.9K 0.02% 218
2024
Q1 		$141K Hold
1,377
– – 0.02% 204
2023
Q4 		$142K Hold
1,377
– – 0.03% 197
2023
Q3 		$123K Hold
1,377
– – 0.03% 206
2023
Q2 		$131K Hold
1,377
– – 0.03% 198
2023
Q1 		$129K Buy
1,377
+192
+16% +$18.8K 0.03% 198
2022
Q4 		$108K Hold
1,185
– – 0.02% 195
2022
Q3 		$98K Hold
1,185
– – 0.02% 202
2022
Q2 		$105K Hold
1,185
– – 0.03% 198
2022
Q1 		$121K Hold
1,185
– – 0.03% 205
2021
Q4 		$124K Hold
1,185
– – 0.03% 202
2021
Q3 		$119K Hold
1,185
– – 0.03% 201
2021
Q2 		$125K Hold
1,185
– – 0.03% 198
2021
Q1 		$119K Buy
1,185
+116
+11% +$11K 0.03% 193
2020
Q4 		$87K Buy
1,069
+1
+0.1% +$73 0.02% 210
2020
Q3 		$65K Buy
1,068
+4
+0.4% +$251 0.02% 212
2020
Q2 		$64K Buy
1,064
+4
+0.4% +$224 0.02% 210
2020
Q1 		$53K Sell
1,060
-678
-39% -$47K 0.02% 219
2019
Q4 		$140K Hold
1,738
– – 0.04% 159
2019
Q3 		$130K Sell
1,738
-1,472
-46% -$108K 0.04% 159
2019
Q2 		$238K Buy
3,210
+748
+30% +$55.5K 0.08% 134
2019
Q1 		$182K Hold
2,462
– – 0.07% 144
2018
Q4 		$162K Buy
+2,462
New +$183K 0.07% 139

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

Laurel Wealth Advisors (North Carolina)'s IJS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 1,185 shares — an estimated $135K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IJS in Q4 2018 and held it in 27 quarters. The position peaked at $238K in Q2 2019. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,185 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $135K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares S&P Small-Cap 600 Value ETF position peaked at $238K in Q2 2019.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.