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
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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Nalls Sherbakoff Group's IJS Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 15% in Q4 2025, selling an estimated $169K and leaving 8,802 shares worth $1M. The position accounts for 0.72% of the portfolio, ranked #28.

Nalls Sherbakoff Group first reported a position in IJS in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.14M in Q3 2025. 838 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

Nalls Sherbakoff Group held 8,802 shares of iShares S&P Small-Cap 600 Value ETF worth $1M as of Q4 2025.
Nalls Sherbakoff Group sold 1,508 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $169K.
iShares S&P Small-Cap 600 Value ETF made up 0.72% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #28 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 9 quarters since.
Nalls Sherbakoff Group's iShares S&P Small-Cap 600 Value ETF position peaked at $1.14M in Q3 2025.
838 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.