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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
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

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

May Barnhard Investments's IJS Position: Q2 2026 in Review

May Barnhard Investments reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.38% in Q2 2026, selling an estimated $32.9K and leaving 67,174 shares worth $9.18M. The position accounts for 3.71% of the portfolio, ranked #8.

May Barnhard Investments first reported a position in IJS in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q4 2023. 426 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • May Barnhard Investments held 67,174 shares of iShares S&P Small-Cap 600 Value ETF worth $9.18M as of Q2 2026.
  • May Barnhard Investments sold 255 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $32.9K.
  • iShares S&P Small-Cap 600 Value ETF made up 3.71% of May Barnhard Investments's portfolio in Q2 2026, its #8 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 11 quarters since.
  • May Barnhard Investments's iShares S&P Small-Cap 600 Value ETF position peaked at $10.4M in Q4 2023.
  • 426 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.