Nikulski Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $701K | Sell |
5,132
-23
| -0.4% | -$2.97K | 0.15% | 117 |
|
|
2026
Q1 | $611K | Sell |
5,155
-55
| -1% | -$6.64K | 0.15% | 117 |
|
|
2025
Q4 | $592K | Sell |
5,210
-1,265
| -20% | -$142K | 0.14% | 110 |
|
|
2025
Q3 | $716K | Sell |
6,475
-710
| -10% | -$75.4K | 0.18% | 90 |
|
|
2025
Q2 | $715K | Sell |
7,185
-250
| -3% | -$23.6K | 0.2% | 84 |
|
|
2025
Q1 | $725K | Hold |
7,435
| – | – | 0.22% | 81 |
|
|
2024
Q4 | $808K | Sell |
7,435
-75
| -1% | -$8.31K | 0.24% | 77 |
|
|
2024
Q3 | $809K | Buy |
7,510
+10
| +0.1% | +$1.04K | 0.24% | 79 |
|
|
2024
Q2 | $730K | Sell |
7,500
-100
| -1% | -$9.83K | 0.23% | 78 |
|
|
2024
Q1 | $781K | Sell |
7,600
-120
| -2% | -$11.9K | 0.26% | 80 |
|
|
2023
Q4 | $796K | Buy |
7,720
+410
| +6% | +$37.4K | 0.29% | 79 |
|
|
2023
Q3 | $652K | Buy |
7,310
+750
| +11% | +$71.4K | 0.27% | 79 |
|
|
2023
Q2 | $624K | Hold |
6,560
| – | – | 0.26% | 82 |
|
|
2023
Q1 | $614K | Hold |
6,560
| – | – | 0.27% | 84 |
|
|
2022
Q4 | $599K | Buy |
6,560
+305
| +5% | +$28.1K | 0.29% | 83 |
|
|
2022
Q3 | $516K | Hold |
6,255
| – | – | 0.27% | 83 |
|
|
2022
Q2 | $557K | Hold |
6,255
| – | – | 0.28% | 80 |
|
|
2022
Q1 | $640K | Buy |
6,255
+140
| +2% | +$14.3K | 0.27% | 80 |
|
|
2021
Q4 | $639K | Sell |
6,115
-245
| -4% | -$25.7K | 0.27% | 78 |
|
|
2021
Q3 | $640K | Hold |
6,360
| – | – | 0.3% | 74 |
|
|
2021
Q2 | $642K | Buy |
6,360
+50
| +0.8% | +$5.23K | 0.3% | 75 |
|
|
2021
Q1 | $636K | Hold |
6,310
| – | – | 0.33% | 71 |
|
|
2020
Q4 | $513K | Buy |
6,310
+280
| +5% | +$20.3K | 0.28% | 70 |
|
|
2020
Q3 | $369K | Sell |
6,030
-150
| -2% | -$9.43K | 0.23% | 77 |
|
|
2020
Q2 | $372K | Sell |
6,180
-6
| -0.1% | -$336 | 0.26% | 75 |
|
|
2020
Q1 | $309K | Sell |
6,186
-950
| -13% | -$65.9K | 0.27% | 70 |
|
|
2019
Q4 | $550K | Sell |
7,136
-244
| -3% | -$18.9K | 0.4% | 50 |
|
|
2019
Q3 | $545K | Sell |
7,380
-40
| -0.5% | -$2.94K | 0.45% | 48 |
|
|
2019
Q2 | $543K | Sell |
7,420
-620
| -8% | -$46K | 0.46% | 48 |
|
|
2019
Q1 | $593K | Sell |
8,040
-470
| -6% | -$34.7K | 0.58% | 40 |
|
|
2018
Q4 | $561K | Sell |
8,510
-200
| -2% | -$14.8K | 0.59% | 41 |
|
|
2018
Q3 | $655K | Sell |
8,710
-400
| -4% | -$33.8K | 0.61% | 40 |
|
|
2018
Q2 | $744K | Buy |
9,110
+580
| +7% | +$46.4K | 0.69% | 39 |
|
|
2018
Q1 | $643K | Hold |
8,530
| – | – | 0.64% | 41 |
|
|
2017
Q4 | $655K | Buy |
+8,530
| New | +$642K | 0.71% | 38 |
|
Other funds holding IJS
HWA
GIA
CIA
KPWS
WA
FFA
Nikulski Financial's IJS Position: Q2 2026 in Review
Nikulski Financial reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.45% in Q2 2026, selling an estimated $2.97K and leaving 5,132 shares worth $701K. The position accounts for 0.15% of the portfolio, ranked #117.
Nikulski Financial first reported a position in IJS in Q4 2017 and has held it in 35 quarters since. The position peaked at $809K in Q3 2024. 379 funds tracked by Wall St. Rank hold IJS as of Q2 2026.
- Nikulski Financial held 5,132 shares of iShares S&P Small-Cap 600 Value ETF worth $701K as of Q2 2026.
- Nikulski Financial sold 23 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.97K.
- iShares S&P Small-Cap 600 Value ETF made up 0.15% of Nikulski Financial's portfolio in Q2 2026, its #117 holding.
- Nikulski Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 35 quarters since.
- Nikulski Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $809K in Q3 2024.
- 379 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.
Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.