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

Morgan Stanley’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 		$380M Buy
3,210,240
+109,315
+4% +$13.2M 0.02% 642
2025
Q4 		$353M Sell
3,100,925
-241,344
-7% -$27.1M 0.02% 668
2025
Q3 		$370M Sell
3,342,269
-222,261
-6% -$23.6M 0.02% 638
2025
Q2 		$355M Buy
3,564,530
+106,641
+3% +$10.1M 0.02% 626
2025
Q1 		$337M Sell
3,457,889
-84,552
-2% -$8.92M 0.02% 615
2024
Q4 		$385M Buy
3,542,441
+56,389
+2% +$6.25M 0.03% 570
2024
Q3 		$375M Buy
3,486,052
+15,103
+0.4% +$1.57M 0.03% 572
2024
Q2 		$338M Sell
3,470,949
-496,068
-13% -$48.8M 0.03% 583
2024
Q1 		$408M Sell
3,967,017
-3,657,239
-48% -$363M 0.03% 508
2023
Q4 		$786M Buy
7,624,256
+3,917,166
+106% +$357M 0.03% 496
2023
Q3 		$331M Sell
3,707,090
-375,684
-9% -$35.8M 0.03% 505
2023
Q2 		$388M Sell
4,082,774
-77,506
-2% -$7.09M 0.04% 446
2023
Q1 		$389M Buy
4,160,280
+91,947
+2% +$8.98M 0.04% 437
2022
Q4 		$371M Sell
4,068,333
-157,282
-4% -$14.5M 0.04% 443
2022
Q3 		$348M Sell
4,225,615
-836,335
-17% -$77.4M 0.05% 388
2022
Q2 		$451M Buy
5,061,950
+898,823
+22% +$86.2M 0.06% 319
2022
Q1 		$426M Buy
4,163,127
+268,664
+7% +$27.4M 0.06% 301
2021
Q4 		$407M Buy
3,894,463
+63,267
+2% +$6.63M 0.05% 340
2021
Q3 		$386M Buy
3,831,196
+91,837
+2% +$9.27M 0.05% 326
2021
Q2 		$394M Sell
3,739,359
-278,548
-7% -$29.1M 0.05% 326
2021
Q1 		$405M Buy
4,017,907
+498,838
+14% +$47.2M 0.06% 285
2020
Q4 		$286M Buy
3,519,069
+183,415
+5% +$13.3M 0.04% 365
2020
Q3 		$204M Buy
3,335,654
+98,634
+3% +$6.2M 0.04% 381
2020
Q2 		$195M Buy
3,237,020
+99,760
+3% +$5.59M 0.04% 362
2020
Q1 		$157M Sell
3,137,260
-43,260
-1% -$3M 0.04% 373
2019
Q4 		$256M Sell
3,180,520
-102,608
-3% -$7.95M 0.06% 310
2019
Q3 		$247M Buy
3,283,128
+43,290
+1% +$3.18M 0.07% 296
2019
Q2 		$241M Sell
3,239,838
-40,026
-1% -$2.97M 0.06% 298
2019
Q1 		$242M Sell
3,279,864
-78,334
-2% -$5.79M 0.07% 288
2018
Q4 		$221M Buy
3,358,198
+13,498
+0.4% +$1M 0.07% 302
2018
Q3 		$279M Buy
3,344,700
+117,134
+4% +$9.9M 0.07% 282
2018
Q2 		$263M Sell
3,227,566
-108,918
-3% -$8.71M 0.07% 275
2018
Q1 		$252M Buy
3,336,484
+56,972
+2% +$4.38M 0.07% 277
2017
Q4 		$252M Sell
3,279,512
-65,082
-2% -$4.9M 0.07% 290
2017
Q3 		$248M Sell
3,344,594
-67,138
-2% -$4.68M 0.07% 266
2017
Q2 		$239M Sell
3,411,732
-264,744
-7% -$18.3M 0.07% 292
2017
Q1 		$255M Buy
3,676,476
+152,944
+4% +$10.6M 0.08% 267
2016
Q4 		$247M Buy
3,523,532
+210,248
+6% +$13.8M 0.08% 272
2016
Q3 		$207M Sell
3,313,284
-125,404
-4% -$7.69M 0.07% 304
2016
Q2 		$201M Sell
3,438,688
-183,224
-5% -$10.5M 0.07% 300
2016
Q1 		$205M Buy
3,621,912
+279,194
+8% +$14.5M 0.08% 284
2015
Q4 		$181M Buy
3,342,718
+190,656
+6% +$10.6M 0.07% 312
2015
Q3 		$165M Buy
3,152,062
+96,558
+3% +$5.36M 0.06% 330
2015
Q2 		$180M Buy
3,055,504
+1,750
+0.1% +$104K 0.06% 331
2015
Q1 		$182M Buy
3,053,754
+12,366
+0.4% +$719K 0.07% 323
2014
Q4 		$179M Buy
3,041,388
+319,450
+12% +$18M 0.07% 316
2014
Q3 		$146M Buy
2,721,938
+39,768
+1% +$2.24M 0.06% 378
2014
Q2 		$155M Sell
2,682,170
-22,880
-0.8% -$1.28M 0.06% 357
2014
Q1 		$153M Buy
2,705,050
+41,774
+2% +$2.31M 0.06% 337
2013
Q4 		$148M Buy
2,663,276
+28,064
+1% +$1.5M 0.06% 341
2013
Q3 		$135M Sell
2,635,212
-118,910
-4% -$5.91M 0.06% 349
2013
Q2 		$129M Buy
+2,754,122
New +$126M 0.06% 339

Other funds holding IJS

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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Morgan Stanley's IJS Position: Q1 2026 in Review

Morgan Stanley increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 3.5% in Q1 2026, buying an estimated $13.2M and bringing the position to 3,210,240 shares worth $380M. The position accounts for 0.02% of the portfolio, ranked #642.

Morgan Stanley first reported a position in IJS in Q2 2013 and has held it in 52 quarters since. The position peaked at $786M in Q4 2023. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Morgan Stanley held 3,210,240 shares of iShares S&P Small-Cap 600 Value ETF worth $380M as of Q1 2026.
  • Morgan Stanley bought 109,315 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $13.2M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #642 holding.
  • Morgan Stanley first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares S&P Small-Cap 600 Value ETF position peaked at $786M in Q4 2023.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.