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

Midwest Trust’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 		$2.77M Buy
23,389
+708
+3% +$85.5K 0.03% 257
2025
Q4 		$2.58M Sell
22,681
-106
-0.5% -$11.9K 0.03% 255
2025
Q3 		$2.52M Sell
22,787
-826
-3% -$87.7K 0.03% 262
2025
Q2 		$2.35M Buy
+23,613
New +$2.23M 0.03% 270

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

Midwest Trust's IJS Position: Q1 2026 in Review

Midwest Trust increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.1% in Q1 2026, buying an estimated $85.5K and bringing the position to 23,389 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #257.

Midwest Trust first reported a position in IJS in Q2 2025 and has held it in 4 quarters since. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Midwest Trust held 23,389 shares of iShares S&P Small-Cap 600 Value ETF worth $2.77M as of Q1 2026.
  • Midwest Trust bought 708 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $85.5K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #257 holding.
  • Midwest Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.