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

NewEdge Advisors’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 		$3.03M Sell
22,146
-1,926
-8% -$248K 0.01% 1000
2026
Q1 		$2.85M Sell
24,072
-4,242
-15% -$512K 0.01% 922
2025
Q4 		$3.22M Sell
28,314
-5,342
-16% -$599K 0.01% 840
2025
Q3 		$3.72M Buy
33,656
+6,207
+23% +$659K 0.02% 746
2025
Q2 		$2.73M Buy
27,449
+14,620
+114% +$1.38M 0.01% 791
2025
Q1 		$1.25M Sell
12,829
-2,595
-17% -$274K 0.01% 1069
2024
Q4 		$1.68M Buy
15,424
+1,723
+13% +$191K 0.01% 902
2024
Q3 		$1.48M Sell
13,701
-2,836
-17% -$295K 0.01% 928
2024
Q2 		$1.61M Sell
16,537
-8,237
-33% -$810K 0.01% 850
2024
Q1 		$2.55M Buy
24,774
+1,629
+7% +$162K 0.02% 606
2023
Q4 		$2.31M Buy
23,145
+10,726
+86% +$977K 0.02% 615
2023
Q3 		$1.11M Buy
12,419
+23
+0.2% +$2.19K 0.01% 823
2023
Q2 		$1.18M Sell
12,396
-2,904
-19% -$265K 0.01% 789
2023
Q1 		$1.4M Sell
15,300
-3,449
-18% -$337K 0.02% 658
2022
Q4 		$1.4M Sell
18,749
-572
-3% -$52.7K 0.04% 410
2022
Q3 		$1.59M Sell
19,321
-94,071
-83% -$8.7M 0.03% 485
2022
Q2 		$10.1M Buy
113,392
+99,368
+709% +$9.53M 0.17% 139
2022
Q1 		$1.44M Buy
14,024
+1,295
+10% +$132K 0.02% 526
2021
Q4 		$1.33M Buy
12,729
+10,268
+417% +$1.08M 0.02% 606
2021
Q3 		$248K Sell
2,461
-1,129
-31% -$114K 0.01% 965
2021
Q2 		$378K Buy
3,590
+553
+18% +$57.8K 0.01% 816
2021
Q1 		$306K Sell
3,037
-80
-3% -$7.57K 0.01% 803
2020
Q4 		$253K Buy
+3,117
New +$227K 0.01% 813
2020
Q2 		– Sell
-4,482
Closed -$224K – 905
2020
Q1 		$224K Sell
4,482
-5,554
-55% -$385K 0.01% 676
2019
Q4 		$806K Sell
10,036
-116
-1% -$8.99K 0.03% 407
2019
Q3 		$762K Buy
10,152
+3,788
+60% +$278K 0.03% 392
2019
Q2 		$473K Sell
6,364
-1,142
-15% -$84.7K 0.03% 412
2019
Q1 		$554K Sell
7,506
-2,156
-22% -$159K 0.04% 376
2018
Q4 		$637K Buy
9,662
+886
+10% +$65.8K 0.04% 322
2018
Q3 		$732K Sell
8,776
-184
-2% -$15.5K 0.06% 281
2018
Q2 		$737K Buy
8,960
+2,536
+39% +$203K 0.07% 251
2018
Q1 		$473K Buy
6,424
+1,892
+42% +$146K 0.05% 280
2017
Q4 		$354K Buy
4,532
+132
+3% +$9.94K 0.05% 281
2017
Q3 		$328K Hold
4,400
– – 0.05% 265
2017
Q2 		$306K Buy
+4,400
New +$304K 0.05% 255

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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

NewEdge Advisors's IJS Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8% in Q2 2026, selling an estimated $248K and leaving 22,146 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #1000.

NewEdge Advisors first reported a position in IJS in Q2 2017 and has held it in 35 quarters since. The position peaked at $10.1M in Q2 2022. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • NewEdge Advisors held 22,146 shares of iShares S&P Small-Cap 600 Value ETF worth $3.03M as of Q2 2026.
  • NewEdge Advisors sold 1,926 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $248K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1000 holding.
  • NewEdge Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2017 and has held it in 35 quarters since.
  • NewEdge Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $10.1M in Q2 2022.
  • 884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.