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

Means Investment 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
Q2 		$224K Buy
+1,638
New +$211K 0.02% 186
2025
Q1 		– Sell
-2,610
Closed -$283K – 198
2024
Q4 		$283K Buy
2,610
+9
+0.3% +$998 0.03% 169
2024
Q3 		$280K Buy
2,601
+8
+0.3% +$831 0.03% 171
2024
Q2 		$252K Sell
2,593
-80
-3% -$7.86K 0.03% 171
2024
Q1 		$275K Sell
2,673
-896
-25% -$88.9K 0.04% 167
2023
Q4 		$368K Buy
3,569
+13
+0.4% +$1.19K 0.05% 142
2023
Q3 		$317K Buy
3,556
+161
+5% +$15.3K 0.05% 154
2023
Q2 		$323K Buy
3,395
+7
+0.2% +$640 0.05% 155
2023
Q1 		$317K Sell
3,388
-73
-2% -$7.13K 0.06% 152
2022
Q4 		$316K Buy
3,461
+5
+0.1% +$460 0.06% 149
2022
Q3 		$285K Buy
3,456
+9
+0.3% +$833 0.06% 152
2022
Q2 		$307K Buy
3,447
+4
+0.1% +$384 0.07% 151
2022
Q1 		$352K Buy
3,443
+5
+0.1% +$510 0.06% 141
2021
Q4 		$359K Buy
3,438
+95
+3% +$9.96K 0.06% 144
2021
Q3 		$337K Sell
3,343
-213
-6% -$21.5K 0.07% 139
2021
Q2 		$375K Buy
3,556
+4
+0.1% +$418 0.08% 140
2021
Q1 		$358K Buy
3,552
+5
+0.1% +$473 0.08% 129
2020
Q4 		$331K Sell
3,547
-3,547
-50% -$258K 0.08% 138
2020
Q3 		$235K Buy
7,094
+2,556
+56% +$161K 0.06% 132
2020
Q2 		$303K Buy
4,538
+6
+0.1% +$336 0.09% 109
2020
Q1 		$230K Buy
4,532
+10
+0.2% +$693 0.09% 117
2019
Q4 		$365K Buy
4,522
+10
+0.2% +$775 0.12% 106
2019
Q3 		$355K Sell
4,512
-1,156
-20% -$85K 0.13% 102
2019
Q2 		$418K Sell
5,668
-136
-2% -$10.1K 0.17% 90
2019
Q1 		$428K Buy
5,804
+910
+19% +$67.2K 0.19% 86
2018
Q4 		$323K Buy
+4,894
New +$363K 0.18% 97

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

Means Investment Company's IJS Position: Q2 2026 in Review

Means Investment Company opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,638 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: Means Investment Company previously reported a position in IJS as recently as Q4 2024.

Means Investment Company first reported a position in IJS in Q4 2018 and has held it in 26 quarters since. The position peaked at $428K in Q1 2019. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Means Investment Company held 1,638 shares of iShares S&P Small-Cap 600 Value ETF worth $224K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Means Investment Company position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #186 holding.
  • Means Investment Company first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 26 quarters since.
  • Means Investment Company's iShares S&P Small-Cap 600 Value ETF position peaked at $428K in Q1 2019.
  • 889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.