Nalls Sherbakoff Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Nalls Sherbakoff Group’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 Q2	$1.2M	Sell	8,798 -12	-0.1%	-$1.55K	0.85%	23
2026 Q1	$1.04M	Buy	8,810 +8	+0.1%	+$966	0.77%	29
2025 Q4	$1M	Sell	8,802 -1,508	-15%	-$169K	0.72%	28
2025 Q3	$1.14M	Sell	10,310 -21	-0.2%	-$2.23K	0.77%	28
2025 Q2	$1.03M	Sell	10,331 -151	-1%	-$14.3K	0.75%	30
2025 Q1	$1.02M	Buy	+10,482	New	+$1.11M	0.83%	26
2023 Q4	$1.09M	Sell	10,527 -699	-6%	-$63.7K	0.97%	22
2023 Q3	$1M	Sell	11,226 -98	-0.9%	-$9.33K	0.97%	26
2023 Q2	$997K	Buy	11,324 +104	+0.9%	+$9.51K	0.98%	25
2023 Q1	$1.03M	Buy	+11,220	New	+$1.1M	1.03%	24
2018 Q4	$982K	Buy	+14,898	New	+$1.11M	1.57%	14

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Nalls Sherbakoff Group's IJS Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.14% in Q2 2026, selling an estimated $1.55K and leaving 8,798 shares worth $1.2M. The position accounts for 0.85% of the portfolio, ranked #23.

Nalls Sherbakoff Group first reported a position in IJS in Q4 2018 and has held it in 11 quarters since. 887 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Nalls Sherbakoff Group held 8,798 shares of iShares S&P Small-Cap 600 Value ETF worth $1.2M as of Q2 2026.
Nalls Sherbakoff Group sold 12 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.55K.
iShares S&P Small-Cap 600 Value ETF made up 0.85% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #23 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 11 quarters since.
887 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.