Lido Advisors
IJS icon

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

Lido Advisors’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 		$14.7M Sell
107,553
-514
-0.5% -$66.3K 0.04% 286
2026
Q1 		$12.8M Buy
108,067
+6,539
+6% +$790K 0.04% 281
2025
Q4 		$11.2M Buy
101,528
+4,165
+4% +$467K 0.03% 311
2025
Q3 		$10.8M Buy
97,363
+3,905
+4% +$415K 0.03% 297
2025
Q2 		$9.3M Buy
93,458
+5,610
+6% +$530K 0.04% 262
2025
Q1 		$8.56M Sell
87,848
-41,509
-32% -$4.38M 0.04% 253
2024
Q4 		$14M Sell
129,357
-47,219
-27% -$5.23M 0.06% 174
2024
Q3 		$19M Sell
176,576
-9,404
-5% -$977K 0.09% 109
2024
Q2 		$18.1M Buy
185,980
+7,020
+4% +$690K 0.1% 107
2024
Q1 		$18.4M Buy
178,960
+124,357
+228% +$12.3M 0.11% 100
2023
Q4 		$5.63M Sell
54,603
-2,452
-4% -$223K 0.04% 245
2023
Q3 		$5.09M Sell
57,055
-75,592
-57% -$7.2M 0.04% 238
2023
Q2 		$12.6M Buy
132,647
+55,072
+71% +$5.03M 0.09% 129
2023
Q1 		$7.26M Buy
77,575
+9,000
+13% +$879K 0.07% 163
2022
Q4 		$6.26M Sell
68,575
-25,325
-27% -$2.33M 0.08% 142
2022
Q3 		$7.74M Buy
93,900
+53,800
+134% +$4.98M 0.1% 102
2022
Q2 		$3.57M Sell
40,100
-1,226
-3% -$118K 0.05% 157
2022
Q1 		$4.23M Sell
41,326
-52,117
-56% -$5.31M 0.05% 161
2021
Q4 		$9.76M Buy
93,443
+54,415
+139% +$5.7M 0.11% 98
2021
Q3 		$3.93M Sell
39,028
-28,115
-42% -$2.84M 0.05% 180
2021
Q2 		$7.08M Buy
67,143
+6,266
+10% +$655K 0.1% 117
2021
Q1 		$6.13M Sell
60,877
-8,582
-12% -$812K 0.11% 115
2020
Q4 		$5.65M Buy
69,459
+31,071
+81% +$2.26M 0.12% 112
2020
Q3 		$2.35M Sell
38,388
-27,504
-42% -$1.73M 0.06% 151
2020
Q2 		$3.97M Buy
65,892
+1,104
+2% +$61.9K 0.12% 107
2020
Q1 		$3.24M Buy
64,788
+4,138
+7% +$287K 0.14% 98
2019
Q4 		$4.88M Buy
60,650
+4,818
+9% +$373K 0.19% 79
2019
Q3 		$4.19M Buy
55,832
+25,842
+86% +$1.9M 0.21% 71
2019
Q2 		$2.23M Buy
29,990
+2,732
+10% +$203K 0.13% 102
2019
Q1 		$2.01M Buy
27,258
+8,416
+45% +$622K 0.13% 105
2018
Q4 		$1.24M Buy
18,842
+2,154
+13% +$160K 0.12% 104
2018
Q3 		$1.4M Sell
16,688
-210
-1% -$17.7K 0.14% 96
2018
Q2 		$1.38M Buy
16,898
+3,624
+27% +$290K 0.16% 89
2018
Q1 		$1M Buy
13,274
+1,274
+11% +$98K 0.14% 102
2017
Q4 		$921K Buy
12,000
+1,546
+15% +$116K 0.13% 92
2017
Q3 		$779K Buy
10,454
+1,178
+13% +$82.2K 0.12% 99
2017
Q2 		$648K Sell
9,276
-2,026
-18% -$140K 0.13% 95
2017
Q1 		$784K Buy
+11,302
New +$787K 0.22% 72

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Lido Advisors's IJS Position: Q2 2026 in Review

Lido Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.48% in Q2 2026, selling an estimated $66.3K and leaving 107,553 shares worth $14.7M. The position accounts for 0.04% of the portfolio, ranked #286.

Lido Advisors first reported a position in IJS in Q1 2017 and has held it in 38 quarters since. The position peaked at $19M in Q3 2024. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Lido Advisors held 107,553 shares of iShares S&P Small-Cap 600 Value ETF worth $14.7M as of Q2 2026.
  • Lido Advisors sold 514 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $66.3K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #286 holding.
  • Lido Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2017 and has held it in 38 quarters since.
  • Lido Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $19M in Q3 2024.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.