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

Navalign LLC’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 		– Sell
-452
Closed -$51.4K – 291
2025
Q4 		$51.4K Buy
+452
New +$50.7K 0.01% 191
2022
Q3 		– Sell
-2,242
Closed -$200K – 124
2022
Q2 		$200K Buy
2,242
+1
+0% +$96 0.09% 118
2022
Q1 		$216K Sell
2,241
-572
-20% -$58.3K 0.09% 114
2021
Q4 		$294K Sell
2,813
-574
-17% -$60.2K 0.12% 111
2021
Q3 		$341K Sell
3,387
-413
-11% -$41.7K 0.14% 101
2021
Q2 		$401K Sell
3,800
-1,189
-24% -$124K 0.17% 95
2021
Q1 		$503K Buy
+4,989
New +$472K 0.22% 92

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

Navalign LLC's IJS Position: Q1 2026 in Review

Navalign LLC sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 452 shares — an estimated $51.4K sold.

Navalign LLC first reported a position in IJS in Q1 2021 and held it in 7 quarters. The position peaked at $503K in Q1 2021. 847 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Navalign LLC reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 452 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $51.4K.
  • Navalign LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 7 quarters.
  • Navalign LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $503K in Q1 2021.
  • 847 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.