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

Liberty 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
Q2 		$4.52M Buy
+33,073
New +$4.27M 0.78% 40
2025
Q4 		$3.77M Hold
33,143
– – 0.7% 41
2025
Q3 		$3.67M Buy
33,143
+1,075
+3% +$114K 0.69% 43
2025
Q2 		$3.19M Buy
32,068
+1,642
+5% +$155K 0.64% 44
2025
Q1 		$2.97M Hold
30,426
– – 0.66% 43
2024
Q4 		$3.3M Sell
30,426
-101
-0.3% -$11.2K 0.73% 40
2024
Q3 		$3.29M Hold
30,527
– – 0.73% 41
2024
Q2 		$2.97M Hold
30,527
– – 0.7% 44
2024
Q1 		$3.14M Sell
30,527
-10,716
-26% -$1.06M 0.77% 42
2023
Q4 		$4.25M Sell
41,243
-5,103
-11% -$465K 1.12% 32
2023
Q3 		$4.13M Buy
46,346
+3,048
+7% +$290K 1.22% 26
2023
Q2 		$4.12M Buy
43,298
+3,136
+8% +$287K 1.23% 27
2023
Q1 		$3.76M Buy
40,162
+1,510
+4% +$148K 1.24% 26
2022
Q4 		$3.53M Sell
38,652
-2,139
-5% -$197K 1.22% 26
2022
Q3 		$3.36M Buy
40,791
+209
+0.5% +$19.3K 1.26% 24
2022
Q2 		$3.61M Sell
40,582
-1,152
-3% -$110K 1.29% 24
2022
Q1 		$4.27M Buy
41,734
+806
+2% +$82.2K 1.25% 25
2021
Q4 		$4.28M Buy
40,928
+298
+0.7% +$31.2K 1.15% 28
2021
Q3 		$4.09M Buy
40,630
+211
+0.5% +$21.3K 1.21% 28
2021
Q2 		$4.26M Sell
40,419
-816
-2% -$85.3K 1.3% 28
2021
Q1 		$4.15M Sell
41,235
-1,967
-5% -$186K 1.43% 24
2020
Q4 		$3.51M Buy
+43,202
New +$3.14M 1.27% 26
2020
Q2 		$2.48M Buy
41,142
+12,122
+42% +$680K 1.07% 31
2020
Q1 		$1.45M Sell
29,020
-9,564
-25% -$663K 0.76% 41
2019
Q4 		$3.1M Buy
38,584
+5,510
+17% +$427K 1.28% 30
2019
Q3 		$2.48M Buy
33,074
+9,724
+42% +$715K 1.09% 33
2019
Q2 		$1.74M Buy
23,350
+11,278
+93% +$837K 0.78% 46
2019
Q1 		$891K Buy
+12,072
New +$892K 0.45% 59

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

Liberty Capital Management's IJS Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 33,073 shares worth $4.52M. The stake represents 0.78% of the portfolio and ranks #40 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in IJS as recently as Q4 2025.

Liberty Capital Management first reported a position in IJS in Q1 2019 and has held it in 28 quarters since. 584 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Liberty Capital Management held 33,073 shares of iShares S&P Small-Cap 600 Value ETF worth $4.52M as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.78% of Liberty Capital Management's portfolio in Q2 2026, its #40 holding.
  • Liberty Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 28 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.