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

Moors & Cabot’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 		$294K Sell
2,482
-125
-5% -$15.1K 0.01% 710
2025
Q4 		$296K Buy
2,607
+29
+1% +$3.25K 0.01% 686
2025
Q3 		$285K Sell
2,578
-38
-1% -$4.04K 0.01% 690
2025
Q2 		$260K Sell
2,616
-49
-2% -$4.63K 0.01% 705
2025
Q1 		$260K Sell
2,665
-342
-11% -$36.1K 0.01% 690
2024
Q4 		$327K Sell
3,007
-91
-3% -$10.1K 0.02% 646
2024
Q3 		$334K Sell
3,098
-79
-2% -$8.2K 0.02% 632
2024
Q2 		$309K Sell
3,177
-7
-0.2% -$688 0.02% 613
2024
Q1 		$327K Sell
3,184
-51
-2% -$5.06K 0.02% 642
2023
Q4 		$333K Sell
3,235
-1,019
-24% -$92.9K 0.02% 595
2023
Q3 		$380K Sell
4,254
-171
-4% -$16.3K 0.03% 519
2023
Q2 		$421K Sell
4,425
-291
-6% -$26.6K 0.03% 493
2023
Q1 		$441K Sell
4,716
-285
-6% -$27.8K 0.03% 469
2022
Q4 		$457K Sell
5,001
-140
-3% -$12.9K 0.03% 453
2022
Q3 		$424K Buy
5,141
+626
+14% +$57.9K 0.03% 447
2022
Q2 		$402K Buy
4,515
+366
+9% +$35.1K 0.03% 477
2022
Q1 		$425K Buy
4,149
+1,247
+43% +$127K 0.03% 511
2021
Q4 		$303K Buy
2,902
+377
+15% +$39.5K 0.02% 628
2021
Q3 		$254K Buy
2,525
+207
+9% +$20.9K 0.02% 663
2021
Q2 		$244K Buy
2,318
+153
+7% +$16K 0.02% 657
2021
Q1 		$218K Buy
+2,165
New +$205K 0.02% 655
2014
Q3 		– Sell
-4,642
Closed -$269K – 551
2014
Q2 		$269K Buy
+4,642
New +$260K 0.05% 408

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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Moors & Cabot's IJS Position: Q1 2026 in Review

Moors & Cabot reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.8% in Q1 2026, selling an estimated $15.1K and leaving 2,482 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #710.

Moors & Cabot first reported a position in IJS in Q2 2014 and has held it in 22 quarters since. The position peaked at $457K in Q4 2022. 847 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Moors & Cabot held 2,482 shares of iShares S&P Small-Cap 600 Value ETF worth $294K as of Q1 2026.
  • Moors & Cabot sold 125 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $15.1K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #710 holding.
  • Moors & Cabot first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2014 and has held it in 22 quarters since.
  • Moors & Cabot's iShares S&P Small-Cap 600 Value ETF position peaked at $457K in Q4 2022.
  • 847 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.