Mandatum Life Insurance Company’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Mandatum Life Insurance Company’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	–	Sell	-8,712	Closed	-$991K	–	88
2025 Q4	$991K	Hold	8,712	–	–	0.23%	42
2025 Q3	$963K	Hold	8,712	–	–	0.23%	43
2025 Q2	$867K	Hold	8,712	–	–	0.23%	44
2025 Q1	$849K	Hold	8,712	–	–	0.26%	42
2024 Q4	$946K	Hold	8,712	–	–	0.28%	43
2024 Q3	$938K	Hold	8,712	–	–	0.29%	44
2024 Q2	$847K	Hold	8,712	–	–	0.28%	44
2024 Q1	$895K	Hold	8,712	–	–	0.3%	41
2023 Q4	$898K	Hold	8,712	–	–	0.33%	40
2023 Q3	$777K	Hold	8,712	–	–	0.32%	41
2023 Q2	$828K	Hold	8,712	–	–	0.34%	41
2023 Q1	$815K	Hold	8,712	–	–	0.24%	38
2022 Q4	$795K	Hold	8,712	–	–	0.24%	38
2022 Q3	$718K	Hold	8,712	–	–	0.23%	41
2022 Q2	$776K	Sell	8,712 -1,088	-11%	-$104K	0.17%	40
2022 Q1	$1M	Hold	9,800	–	–	0.19%	45
2021 Q4	$1.02M	Hold	9,800	–	–	0.27%	43
2021 Q3	$987K	Hold	9,800	–	–	0.18%	75
2021 Q2	$1.03M	Hold	9,800	–	–	0.19%	74
2021 Q1	$987K	Hold	9,800	–	–	0.2%	76
2020 Q4	$797K	Hold	9,800	–	–	0.17%	78
2020 Q3	$600K	Hold	9,800	–	–	0.13%	79
2020 Q2	$590K	Hold	9,800	–	–	0.14%	71
2020 Q1	$490K	Hold	9,800	–	–	0.13%	82
2019 Q4	$788K	Hold	9,800	–	–	0.16%	95
2019 Q3	$736K	Hold	9,800	–	–	0.15%	105
2019 Q2	$728K	Hold	9,800	–	–	0.15%	105
2019 Q1	$723K	Hold	9,800	–	–	0.16%	106
2018 Q4	$646K	Hold	9,800	–	–	0.15%	102
2018 Q3	$818K	Hold	9,800	–	–	0.16%	84
2018 Q2	$800K	Hold	9,800	–	–	0.15%	82
2018 Q1	$739K	Hold	9,800	–	–	0.14%	83
2017 Q4	$752K	Hold	9,800	–	–	0.12%	102
2017 Q3	$727K	Hold	9,800	–	–	0.1%	104
2017 Q2	$685K	Hold	9,800	–	–	0.09%	101
2017 Q1	$679K	Sell	9,800 -3,150	-24%	-$219K	0.09%	128
2016 Q4	$907K	Hold	12,950	–	–	0.12%	108
2016 Q3	$808K	Hold	12,950	–	–	0.11%	103
2016 Q2	$756K	Hold	12,950	–	–	0.1%	99
2016 Q1	$734K	Hold	12,950	–	–	0.1%	100
2015 Q4	$700K	Buy	+12,950	New	+$718K	0.1%	106

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Mandatum Life Insurance Company's IJS Position: Q1 2026 in Review

Mandatum Life Insurance Company sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 8,712 shares — an estimated $991K sold.

Mandatum Life Insurance Company first reported a position in IJS in Q4 2015 and held it in 41 quarters. The position peaked at $1.03M in Q2 2021. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Mandatum Life Insurance Company reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Mandatum Life Insurance Company sold 8,712 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $991K.
Mandatum Life Insurance Company first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2015 and held it in 41 quarters.
Mandatum Life Insurance Company's iShares S&P Small-Cap 600 Value ETF position peaked at $1.03M in Q2 2021.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Mandatum Life Insurance Company's 13F filing for Q1 2026, filed 5 May 2026.