May Barnhard Investments
IJS icon

May Barnhard Investments’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

May Barnhard Investments’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
Q3 		$8.31M Sell
64,852
-2,322
-3% -$315K 3.42% 9
2026
Q2 		$9.18M Sell
67,174
-255
-0.4% -$32.9K 3.71% 8
2026
Q1 		$7.99M Sell
67,429
-2,726
-4% -$329K 3.88% 6
2025
Q4 		$7.98M Sell
70,155
-3,225
-4% -$361K 3.77% 6
2025
Q3 		$8.12M Sell
73,380
-3,233
-4% -$343K 3.76% 6
2025
Q2 		$7.62M Sell
76,613
-342
-0.4% -$32.3K 3.56% 6
2025
Q1 		$7.5M Sell
76,955
-2,537
-3% -$268K 3.74% 5
2024
Q4 		$8.63M Sell
79,492
-450
-0.6% -$49.9K 4.11% 5
2024
Q3 		$8.61M Sell
79,942
-4,174
-5% -$433K 4.2% 5
2024
Q2 		$8.18M Sell
84,116
-7,632
-8% -$750K 4.22% 5
2024
Q1 		$9.43M Sell
91,748
-8,803
-9% -$874K 4.72% 4
2023
Q4 		$10.4M Buy
+100,551
New +$9.16M 5.33% 4

Other funds holding IJS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

May Barnhard Investments's IJS Position: Q3 2026 in Review

May Barnhard Investments reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.5% in Q3 2026, selling an estimated $315K and leaving 64,852 shares worth $8.31M. The position accounts for 3.42% of the portfolio, ranked #9.

May Barnhard Investments first reported a position in IJS in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q4 2023. 548 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • May Barnhard Investments held 64,852 shares of iShares S&P Small-Cap 600 Value ETF worth $8.31M as of Q3 2026.
  • May Barnhard Investments sold 2,322 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $315K.
  • iShares S&P Small-Cap 600 Value ETF made up 3.42% of May Barnhard Investments's portfolio in Q3 2026, its #9 holding.
  • May Barnhard Investments first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • May Barnhard Investments's iShares S&P Small-Cap 600 Value ETF position peaked at $10.4M in Q4 2023.
  • 548 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on May Barnhard Investments's 13F filing for Q3 2026, filed 9 Oct 2026.