Moneta Group Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Moneta Group Investment Advisors’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	$20.7M	Buy	174,677 +9,410	+6%	+$1.14M	0.16%	73
2025 Q4	$18.8M	Sell	165,267 -1,160	-0.7%	-$130K	0.14%	76
2025 Q3	$18.4M	Buy	166,427 +7,294	+5%	+$775K	0.15%	74
2025 Q2	$15.8M	Buy	159,133 +10,437	+7%	+$986K	0.19%	69
2025 Q1	$14.5M	Buy	148,696 +11,001	+8%	+$1.16M	0.2%	69
2024 Q4	$15M	Sell	137,695 -12,295	-8%	-$1.36M	0.21%	67
2024 Q3	$16.1M	Sell	149,990 -5,159	-3%	-$536K	0.23%	62
2024 Q2	$15.1M	Buy	155,149 +1,072	+0.7%	+$105K	0.24%	63
2024 Q1	$15.8M	Buy	154,077 +48,291	+46%	+$4.79M	0.26%	63
2023 Q4	$10.9M	Sell	105,786 -5,499	-5%	-$501K	0.22%	69
2023 Q3	$9.93M	Buy	111,285 +11,124	+11%	+$1.06M	0.23%	69
2023 Q2	$9.52M	Buy	100,161 +6,941	+7%	+$635K	0.21%	69
2023 Q1	$8.72M	Buy	93,220 +18,950	+26%	+$1.85M	0.21%	71
2022 Q4	$7.59M	Sell	74,270 -4,214	-5%	-$388K	0.21%	77
2022 Q3	$6.47M	Buy	78,484 +5,621	+8%	+$520K	0.25%	77
2022 Q2	$6.49M	Buy	72,863 +47,968	+193%	+$4.6M	0.22%	81
2022 Q1	$2.55M	Buy	24,895 +4,912	+25%	+$501K	0.1%	121
2021 Q4	$2.09M	Buy	19,983 +384	+2%	+$40.3K	0.08%	133
2021 Q3	$1.97M	Buy	19,599 +5,722	+41%	+$578K	0.09%	128
2021 Q2	$1.46M	Sell	13,877 -3,544	-20%	-$370K	0.07%	156
2021 Q1	$1.75M	Buy	17,421 +7,939	+84%	+$752K	0.09%	129
2020 Q4	$771K	Sell	9,482 -5,614	-37%	-$408K	0.06%	161
2020 Q3	$462K	Buy	15,096 +7,552	+100%	+$475K	0.04%	175
2020 Q2	$454K	Sell	7,544 -922	-11%	-$51.7K	0.04%	173
2020 Q1	$423K	Buy	8,466 +2,546	+43%	+$176K	0.04%	168
2019 Q4	$476K	Sell	5,920 -1,736	-23%	-$135K	0.04%	174
2019 Q3	$575K	Buy	7,656 +2,018	+36%	+$148K	0.05%	154
2019 Q2	$419K	Buy	5,638 +256	+5%	+$19K	0.04%	169
2019 Q1	$397K	Buy	5,382 +650	+14%	+$48K	0.04%	158
2018 Q4	$312K	Sell	4,732 -130	-3%	-$9.65K	0.04%	170
2018 Q3	$406K	Buy	4,862 +4	+0.1%	+$338	0.04%	158
2018 Q2	$397K	Buy	4,858 +128	+3%	+$10.2K	0.04%	193
2018 Q1	$357K	Hold	4,730	–	–	0.05%	148
2017 Q4	$363K	Hold	4,730	–	–	0.05%	149
2017 Q3	$351K	Hold	4,730	–	–	0.05%	149
2017 Q2	$331K	Hold	4,730	–	–	0.05%	152
2017 Q1	$328K	Hold	4,730	–	–	0.07%	114
2016 Q4	$331K	Hold	4,730	–	–	0.07%	116
2016 Q3	$295K	Hold	4,730	–	–	0.07%	106
2016 Q2	$276K	Hold	4,730	–	–	0.06%	134
2016 Q1	$268K	Hold	4,730	–	–	0.06%	138
2015 Q4	$256K	Hold	4,730	–	–	0.06%	114
2015 Q3	$248K	Hold	4,730	–	–	0.07%	116
2015 Q2	$279K	Buy	4,730 +330	+8%	+$19.6K	0.09%	108
2015 Q1	$262K	Buy	4,400 +220	+5%	+$12.8K	0.11%	124
2014 Q4	$246K	Hold	4,180	–	–	0.12%	125
2014 Q3	$224K	Buy	4,180 +210	+5%	+$11.8K	0.12%	128
2014 Q2	$229K	Buy	3,970 +210	+6%	+$11.8K	0.12%	124
2014 Q1	$213K	Hold	3,760	–	–	0.13%	118
2013 Q4	$209K	Buy	+3,760	New	+$201K	0.13%	123

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Moneta Group Investment Advisors's IJS Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.7% in Q1 2026, buying an estimated $1.14M and bringing the position to 174,677 shares worth $20.7M. The position accounts for 0.16% of the portfolio, ranked #73.

Moneta Group Investment Advisors first reported a position in IJS in Q4 2013 and has held it in 50 quarters since. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Moneta Group Investment Advisors held 174,677 shares of iShares S&P Small-Cap 600 Value ETF worth $20.7M as of Q1 2026.
Moneta Group Investment Advisors bought 9,410 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.14M.
iShares S&P Small-Cap 600 Value ETF made up 0.16% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #73 holding.
Moneta Group Investment Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2013 and has held it in 50 quarters since.
845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.