Lutz Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.01M | Sell |
42,331
-527
| -1% | -$63.7K | 0.34% | 44 |
|
|
2025
Q4 | $4.87M | Sell |
42,858
-954
| -2% | -$107K | 0.33% | 44 |
|
|
2025
Q3 | $4.85M | Sell |
43,812
-102
| -0.2% | -$10.8K | 0.35% | 44 |
|
|
2025
Q2 | $4.37M | Sell |
43,914
-276
| -0.6% | -$26.1K | 0.34% | 47 |
|
|
2025
Q1 | $4.31M | Buy |
44,190
+154
| +0.3% | +$16.2K | 0.35% | 47 |
|
|
2024
Q4 | $4.78M | Sell |
44,036
-106
| -0.2% | -$11.7K | 0.39% | 45 |
|
|
2024
Q3 | $4.75M | Sell |
44,142
-223
| -0.5% | -$23.2K | 0.39% | 46 |
|
|
2024
Q2 | $4.32M | Sell |
44,365
-575
| -1% | -$56.5K | 0.38% | 46 |
|
|
2024
Q1 | $4.62M | Sell |
44,940
-466
| -1% | -$46.2K | 0.4% | 44 |
|
|
2023
Q4 | $4.68M | Sell |
45,406
-616
| -1% | -$56.1K | 0.44% | 44 |
|
|
2023
Q3 | $4.11M | Sell |
46,022
-413
| -0.9% | -$39.3K | 0.45% | 44 |
|
|
2023
Q2 | $4.42M | Sell |
46,435
-74
| -0.2% | -$6.76K | 0.47% | 40 |
|
|
2023
Q1 | $4.35M | Sell |
46,509
-599
| -1% | -$58.5K | 0.5% | 43 |
|
|
2022
Q4 | $4.3M | Sell |
47,108
-598
| -1% | -$55.1K | 0.53% | 42 |
|
|
2022
Q3 | $3.93M | Sell |
47,706
-83
| -0.2% | -$7.68K | 0.54% | 41 |
|
|
2022
Q2 | $4.25M | Sell |
47,789
-146
| -0.3% | -$14K | 0.56% | 40 |
|
|
2022
Q1 | $4.91M | Sell |
47,935
-93
| -0.2% | -$9.48K | 0.61% | 34 |
|
|
2021
Q4 | $5.02M | Buy |
48,028
+126
| +0.3% | +$13.2K | 0.62% | 33 |
|
|
2021
Q3 | $4.82M | Sell |
47,902
-57
| -0.1% | -$5.75K | 0.63% | 33 |
|
|
2021
Q2 | $5.06M | Sell |
47,959
-2,617
| -5% | -$274K | 0.67% | 33 |
|
|
2021
Q1 | $5.09M | Sell |
50,576
-3,065
| -6% | -$290K | 0.75% | 30 |
|
|
2020
Q4 | $4.36M | Sell |
53,641
-1,935
| -3% | -$141K | 0.72% | 31 |
|
|
2020
Q3 | $3.4M | Sell |
55,576
-4,708
| -8% | -$296K | 0.66% | 35 |
|
|
2020
Q2 | $3.63M | Sell |
60,284
-7,864
| -12% | -$441K | 0.74% | 31 |
|
|
2020
Q1 | $3.4M | Sell |
68,148
-51,200
| -43% | -$3.55M | 0.76% | 31 |
|
|
2019
Q4 | $9.6M | Buy |
119,348
+348
| +0.3% | +$27K | 1.7% | 19 |
|
|
2019
Q3 | $8.94M | Sell |
119,000
-2,196
| -2% | -$161K | 1.71% | 18 |
|
|
2019
Q2 | $9.01M | Sell |
121,196
-17,454
| -13% | -$1.29M | 1.76% | 17 |
|
|
2019
Q1 | $10.2M | Buy |
138,650
+29,550
| +27% | +$2.18M | 2.09% | 17 |
|
|
2018
Q4 | $7.19M | Buy |
109,100
+18,810
| +21% | +$1.4M | 1.61% | 19 |
|
|
2018
Q3 | $7.54M | Buy |
90,290
+21,444
| +31% | +$1.81M | 1.66% | 18 |
|
|
2018
Q2 | $5.62M | Buy |
68,846
+6,014
| +10% | +$481K | 1.6% | 16 |
|
|
2018
Q1 | $4.74M | Buy |
62,832
+4,062
| +7% | +$312K | 1.4% | 17 |
|
|
2017
Q4 | $4.51M | Buy |
+58,770
| New | +$4.43M | 1.32% | 17 |
|
Other funds holding IJS
SP
UFF
PCIA
Lutz Financial Services's IJS Position: Q1 2026 in Review
Lutz Financial Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.2% in Q1 2026, selling an estimated $63.7K and leaving 42,331 shares worth $5.01M. The position accounts for 0.34% of the portfolio, ranked #44.
Lutz Financial Services first reported a position in IJS in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.2M in Q1 2019. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.
- Lutz Financial Services held 42,331 shares of iShares S&P Small-Cap 600 Value ETF worth $5.01M as of Q1 2026.
- Lutz Financial Services sold 527 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $63.7K.
- iShares S&P Small-Cap 600 Value ETF made up 0.34% of Lutz Financial Services's portfolio in Q1 2026, its #44 holding.
- Lutz Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 34 quarters since.
- Lutz Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $10.2M in Q1 2019.
- 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.
Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.