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

MidAtlantic Capital 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
Q1 		– Sell
-2,481
Closed -$282K – 138
2025
Q4 		$282K Buy
2,481
+1
+0% +$112 0.18% 75
2025
Q3 		$274K Buy
2,480
+1
+0% +$106 0.19% 75
2025
Q2 		$247K Buy
2,479
+46
+2% +$4.34K 0.18% 78
2025
Q1 		$237K Buy
2,433
+1
+0% +$106 0.19% 76
2024
Q4 		$264K Sell
2,432
-10
-0.4% -$1.11K 0.19% 73
2024
Q3 		$263K Buy
2,442
+12
+0.5% +$1.25K 0.19% 73
2024
Q2 		$236K Buy
2,430
+1
+0% +$98 0.2% 71
2024
Q1 		$250K Buy
2,429
+1
+0% +$99 0.22% 70
2023
Q4 		$250K Buy
+2,428
New +$221K 0.24% 68

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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

MidAtlantic Capital Management's IJS Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 2,481 shares — an estimated $282K sold.

MidAtlantic Capital Management first reported a position in IJS in Q4 2023 and held it in 9 quarters. The position peaked at $282K in Q4 2025. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 2,481 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $282K.
  • MidAtlantic Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 9 quarters.
  • MidAtlantic Capital Management's iShares S&P Small-Cap 600 Value ETF position peaked at $282K 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 MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.