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

Marco Investment 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 		$313K Hold
2,292
– – 0.02% 190
2026
Q1 		$271K Hold
2,292
– – 0.02% 192
2025
Q4 		$261K Hold
2,292
– – 0.02% 191
2025
Q3 		$253K Hold
2,292
– – 0.02% 189
2025
Q2 		$228K Hold
2,292
– – 0.02% 198
2025
Q1 		$223K Hold
2,292
– – 0.02% 196
2024
Q4 		$249K Hold
2,292
– – 0.02% 189
2024
Q3 		$247K Hold
2,292
– – 0.02% 198
2024
Q2 		$223K Sell
2,292
-388
-14% -$38.1K 0.02% 196
2024
Q1 		$275K Buy
2,680
+388
+17% +$38.5K 0.03% 175
2023
Q4 		$236K Hold
2,292
– – 0.02% 189
2023
Q3 		$204K Hold
2,292
– – 0.02% 187
2023
Q2 		$218K Sell
2,292
-12
-0.5% -$1.1K 0.02% 188
2023
Q1 		$216K Buy
2,304
+12
+0.5% +$1.17K 0.02% 186
2022
Q4 		$209K Buy
+2,292
New +$211K 0.02% 189
2022
Q3 		– Sell
-2,292
Closed -$204K – 193
2022
Q2 		$204K Buy
+2,292
New +$220K 0.02% 190

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

Marco Investment Management's IJS Position: Q2 2026 in Review

Marco Investment Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 2,292 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #190.

Marco Investment Management first reported a position in IJS in Q2 2022 and has held it in 16 quarters since. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Marco Investment Management held 2,292 shares of iShares S&P Small-Cap 600 Value ETF worth $313K as of Q2 2026.
  • Marco Investment Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #190 holding.
  • Marco Investment Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.