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 Q2	$3.74M	Sell	27,354 -1,475	-5%	-$190K	1.38%	22
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

M1 Capital Management's IJS Position: Q2 2026 in Review

M1 Capital Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.1% in Q2 2026, selling an estimated $190K and leaving 27,354 shares worth $3.74M. The position accounts for 1.38% of the portfolio, ranked #22.

M1 Capital Management first reported a position in IJS in Q4 2024 and has held it in 5 quarters since. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

M1 Capital Management held 27,354 shares of iShares S&P Small-Cap 600 Value ETF worth $3.74M as of Q2 2026.
M1 Capital Management sold 1,475 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $190K.
iShares S&P Small-Cap 600 Value ETF made up 1.38% of M1 Capital Management's portfolio in Q2 2026, its #22 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 5 quarters since.
889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.