Novak & Powell Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Novak & Powell Financial Services’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	$2.02M	Buy	17,067 +10,145	+147%	+$1.23M	1.09%	21
2025 Q4	$787K	Sell	6,922 -10,468	-60%	-$1.17M	0.41%	52
2025 Q3	$1.92M	Buy	17,390 +10,478	+152%	+$1.11M	1.01%	21
2025 Q2	$688K	Sell	6,912 -23	-0.3%	-$2.17K	0.48%	47
2025 Q1	$676K	Sell	6,935 -1,184	-15%	-$125K	0.42%	55
2024 Q4	$882K	Sell	8,119 -10,813	-57%	-$1.2M	0.53%	44
2024 Q3	$2.04M	Buy	18,932 +6	+0%	+$623	1.18%	19
2024 Q2	$1.84M	Buy	18,926 +10,794	+133%	+$1.06M	1.14%	20
2024 Q1	$836K	Sell	8,132 -10,488	-56%	-$1.04M	0.63%	41
2023 Q4	$1.92M	Buy	+18,620	New	+$1.7M	1.28%	18

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 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

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Novak & Powell Financial Services's IJS Position: Q1 2026 in Review

Novak & Powell Financial Services increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 147% in Q1 2026, buying an estimated $1.23M and bringing the position to 17,067 shares worth $2.02M. The position accounts for 1.09% of the portfolio, ranked #21.

Novak & Powell Financial Services first reported a position in IJS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q3 2024. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Novak & Powell Financial Services held 17,067 shares of iShares S&P Small-Cap 600 Value ETF worth $2.02M as of Q1 2026.
Novak & Powell Financial Services bought 10,145 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.23M.
iShares S&P Small-Cap 600 Value ETF made up 1.09% of Novak & Powell Financial Services's portfolio in Q1 2026, its #21 holding.
Novak & Powell Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's iShares S&P Small-Cap 600 Value ETF position peaked at $2.04M in Q3 2024.
844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.