Marshall Wace’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Marshall Wace’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	-11,242	Closed	-$1.28M	–	3438
2025 Q4	$1.28M	Buy	+11,242	New	+$1.26M	﹤0.01%	1808
2020 Q3	–	Sell	-5,804	Closed	-$349K	–	1740
2020 Q2	$349K	Buy	+5,804	New	+$325K	﹤0.01%	1293

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

Marshall Wace's IJS Position: Q1 2026 in Review

Marshall Wace sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 11,242 shares — an estimated $1.28M sold.

Marshall Wace first reported a position in IJS in Q2 2020 and held it in 2 quarters. The position peaked at $1.28M in Q4 2025. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Marshall Wace reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 11,242 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.28M.
Marshall Wace first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2020 and held it in 2 quarters.
Marshall Wace's iShares S&P Small-Cap 600 Value ETF position peaked at $1.28M in Q4 2025.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.