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M1 Capital Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

M1 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 		$3.41M Sell
28,829
-532
-2% -$64.3K 1.57% 19
2025
Q4 		$3.34M Sell
29,361
-2,097
-7% -$235K 1.39% 19
2025
Q3 		$3.48M Buy
+31,458
New +$3.34M 1.5% 20
2025
Q1 		– Sell
-23,895
Closed -$2.6M – 94
2024
Q4 		$2.6M Buy
+23,895
New +$2.65M 1.4% 19

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 $10.3B AUM 25.54% 1-Year Est. Return

M1 Capital Management's IJS Position: Q1 2026 in Review

M1 Capital Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.8% in Q1 2026, selling an estimated $64.3K and leaving 28,829 shares worth $3.41M. The position accounts for 1.57% of the portfolio, ranked #19.

M1 Capital Management first reported a position in IJS in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.48M in Q3 2025. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • M1 Capital Management held 28,829 shares of iShares S&P Small-Cap 600 Value ETF worth $3.41M as of Q1 2026.
  • M1 Capital Management sold 532 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $64.3K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.57% of M1 Capital Management's portfolio in Q1 2026, its #19 holding.
  • M1 Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • M1 Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $3.48M in Q3 2025.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.